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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 | $2,179 | $58,726-96.3% | $142,898-98.5% | $85,847-97.5% |
| Participation rate | 40.5% | 58.5%-18.0pp | 72.0%-31.5pp | 69.3%-28.8pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5639.64%-5639.6pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $992 | $2,609-62.0% | $3,838-74.2% | $3,952-74.9% |
| Admin fee / account holder | $9 | $4,234-99.8% | $6,560-99.9% | $6,261-99.9% |