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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 | $1,706 | $49,199-96.5% | $121,204-98.6% | $75,173-97.7% |
| Participation rate | 68.0% | 55.4%+12.6pp | 69.5%-1.5pp | 67.2%+0.8pp |
| Annual return | 0.00% | 56.04%-56.0pp | 987.18%-987.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $204 | $1,547-86.8% | $4,170-95.1% | $2,671-92.4% |
| Participant deferral / active EE | $909 | $2,630-65.5% | $4,083-77.7% | $4,126-78.0% |
| Admin fee / account holder | $18 | $3,946-99.5% | $5,651-99.7% | $5,651-99.7% |