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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 | $1,960 | $152,597-98.7% | $117,533-98.3% | $134,532-98.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -1.39% | 53.04%-54.4pp | 29.77%-31.2pp | 418.27%-419.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $656 | $4,821-86.4% | $4,072-83.9% | $6,401-89.8% |
| Admin fee / account holder | $8 | $7,007-99.9% | $5,647-99.9% | $11,429-99.9% |