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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 | $8,996 | $84,685-89.4% | $73,836-87.8% | $125,389-92.8% |
| Participation rate | 47.8% | 76.8%-28.9pp | 73.4%-25.6pp | 83.2%-35.4pp |
| Annual return | -2.35% | 3123.80%-3126.2pp | 2268.06%-2270.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $711 | $3,993-82.2% | $3,583-80.2% | $5,352-86.7% |
| Admin fee / account holder | $135 | $5,694-97.6% | $4,882-97.2% | $9,541-98.6% |