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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 | $710 | $69,118-99.0% | $53,647-98.7% | $138,895-99.5% |
| Participation rate | 53.3% | 64.0%-10.6pp | 56.3%-2.9pp | 79.9%-26.6pp |
| Annual return | 0.00% | 248.26%-248.3pp | 358.33%-358.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $355 | $2,274-84.4% | $1,813-80.4% | $6,396-94.5% |
| Admin fee / account holder | $3 | $2,724-99.9% | $2,460-99.9% | $12,562-100.0% |