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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 | $6,669 | $65,566-89.8% | $86,235-92.3% | $75,177-91.1% |
| Participation rate | 32.3% | 60.5%-28.2pp | 69.0%-36.7pp | 67.2%-34.9pp |
| Annual return | 0.00% | 46.07%-46.1pp | 1170.03%-1170.0pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,180 | $3,023-27.9% | $3,987-45.3% | $4,126-47.2% |
| Admin fee / account holder | $9 | $5,470-99.8% | $6,856-99.9% | $5,651-99.8% |