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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 | $12,476 | $180,462-93.1% | $154,111-91.9% | $135,379-90.8% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -7.47% | 888.17%-895.6pp | 735.18%-742.6pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,217 | $5,806-44.6% | $5,081-36.7% | $5,609-42.6% |
| Admin fee / account holder | $264 | $16,145-98.4% | $13,411-98.0% | $10,828-97.6% |