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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 | $8,771 | $109,872-92.0% | $98,483-91.1% | $167,536-94.8% |
| Participation rate | 64.3% | 75.8%-11.5pp | 73.3%-9.1pp | 82.1%-17.8pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,855 | $4,673+25.3% | $4,276+36.9% | $6,342-7.7% |
| Admin fee / account holder | $41 | $6,757-99.4% | $5,953-99.3% | $12,315-99.7% |