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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 | $2,547 | $101,618-97.5% | $93,063-97.3% | $137,256-98.1% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 0.00% | 223.95%-223.9pp | 34.15%-34.2pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,387 | $4,279-67.6% | $3,958-65.0% | $6,407-78.4% |
| Admin fee / account holder | $21 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |