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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 | $1,033 | $29,319-96.5% | $52,425-98.0% | $82,448-98.7% |
| Participation rate | 22.7% | 46.9%-24.1pp | 55.6%-32.9pp | 68.1%-45.3pp |
| Annual return | 0.00% | 535.20%-535.2pp | 302.12%-302.1pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $281 | $1,171-76.1% | $1,790-84.3% | $4,139-93.2% |
| Admin fee / account holder | $27 | $1,962-98.6% | $2,495-98.9% | $7,234-99.6% |