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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 | $2,864 | $58,391-95.1% | $76,657-96.3% | $72,975-96.1% |
| Participation rate | 39.3% | 67.4%-28.1pp | 72.1%-32.8pp | 69.5%-30.2pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,075 | $2,690-60.0% | $3,335-67.8% | $3,608-70.2% |
| Admin fee / account holder | $34 | $4,014-99.2% | $6,423-99.5% | $5,124-99.3% |