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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 | $3,277 | $110,039-97.0% | $97,260-96.6% | $145,884-97.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 0.00% | 244.44%-244.4pp | 75.54%-75.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,614 | $4,674-65.5% | $4,262-62.1% | $6,690-75.9% |
| Admin fee / account holder | $19 | $6,204-99.7% | $5,640-99.7% | $13,392-99.9% |