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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 | $990 | $136,179-99.3% | $98,755-99.0% | $167,518-99.4% |
| Participation rate | 41.7% | 70.2%-28.5pp | 65.7%-24.1pp | 82.1%-40.4pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $700 | $3,716-81.2% | $3,035-76.9% | $6,342-89.0% |
| Admin fee / account holder | $230 | $5,031-95.4% | $4,076-94.4% | $12,312-98.1% |