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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 | $688 | $69,252-99.0% | $64,099-98.9% | $139,456-99.5% |
| Participation rate | 68.4% | 75.6%-7.2pp | 72.3%-3.9pp | 80.3%-11.9pp |
| Annual return | 0.00% | 45.89%-45.9pp | 33.70%-33.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $839 | $4,683-82.1% | $3,881-78.4% | $6,711-87.5% |
| Admin fee / account holder | $60 | $4,248-98.6% | $3,070-98.1% | $11,407-99.5% |