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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 | $2,865 | $62,928-95.4% | $172,755-98.3% | $67,579-95.8% |
| Participation rate | 55.6% | 64.5%-8.8pp | 82.6%-27.0pp | 71.3%-15.6pp |
| Annual return | 0.00% | 30.36%-30.4pp | 802.94%-802.9pp | 378.56%-378.6pp |
| Employer contribution / active EE | $44 | $1,636-97.3% | $5,144-99.2% | $2,148-98.0% |
| Participant deferral / active EE | $862 | $2,145-59.8% | $5,198-83.4% | $3,539-75.6% |
| Admin fee / account holder | $43 | $167-74.4% | $13,955-99.7% | $142-70.0% |