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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 | $1,975 | $75,962-97.4% | $154,108-98.7% | $64,173-96.9% |
| Participation rate | 47.7% | 70.4%-22.7pp | 83.0%-35.3pp | 69.6%-21.9pp |
| Annual return | -3.76% | 30.32%-34.1pp | 735.21%-739.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $128 | $3,350-96.2% | $5,298-97.6% | $2,381-94.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |