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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 | $1,369 | $125,778-98.9% | $114,563-98.8% | $154,746-99.1% |
| Participation rate | 64.3% | 75.2%-10.9pp | 72.9%-8.6pp | 80.7%-16.4pp |
| Annual return | 0.00% | 295.14%-295.1pp | 241.09%-241.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $805 | $4,445-81.9% | $4,142-80.6% | $6,730-88.0% |
| Admin fee / account holder | $2 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |