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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 | $1,060 | $81,668-98.7% | $58,507-98.2% | $139,487-99.2% |
| Participation rate | 38.5% | 61.3%-22.9pp | 50.9%-12.4pp | 80.3%-41.9pp |
| Annual return | 0.00% | 7430.07%-7430.1pp | 4252.32%-4252.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $453 | $2,554-82.2% | $1,922-76.4% | $6,713-93.2% |
| Admin fee / account holder | $2 | $3,212-99.9% | $2,486-99.9% | $11,407-100.0% |