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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 | $2,761 | $110,551-97.5% | $80,741-96.6% | $167,536-98.4% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,076 | $2,870-62.5% | $2,145-49.8% | $6,342-83.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |