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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 | $15,168 | $138,076-89.0% | $123,553-87.7% | $135,380-88.8% |
| Participation rate | 35.3% | 84.7%-49.4pp | 82.3%-47.0pp | 82.6%-47.3pp |
| Annual return | -8.94% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,383 | $6,800-65.0% | $6,426-62.9% | $5,609-57.5% |
| Admin fee / account holder | $210 | $10,917-98.1% | $9,284-97.7% | $10,828-98.1% |