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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,287 | $100,262-97.7% | $81,370-97.2% | $145,897-98.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 0.00% | 34.52%-34.5pp | 24.85%-24.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,372 | $4,612-70.3% | $3,885-64.7% | $6,689-79.5% |
| Admin fee / account holder | $1 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |