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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 | $4,634 | $133,981-96.5% | $112,249-95.9% | $134,532-96.6% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -14.83% | 47.16%-62.0pp | 27.48%-42.3pp | 418.27%-433.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,834 | $5,292-65.3% | $4,729-61.2% | $6,401-71.3% |
| Admin fee / account holder | $30 | $7,492-99.6% | $6,412-99.5% | $11,429-99.7% |