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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 | $6,050 | $87,016-93.0% | $63,244-90.4% | $125,389-95.2% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | 0.00% | 21.71%-21.7pp | -70.31%+70.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,092 | $3,939-21.5% | $2,953+4.7% | $5,352-42.2% |
| Admin fee / account holder | $9 | $11,954-99.9% | $5,893-99.9% | $9,541-99.9% |