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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 | $13,295 | $52,519-74.7% | $155,789-91.5% | $59,633-77.7% |
| Participation rate | 41.9% | 61.7%-19.8pp | 76.1%-34.2pp | 68.7%-26.7pp |
| Annual return | -0.22% | 53.51%-53.7pp | 71.54%-71.8pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,404 | $3,084-22.1% | $4,798-49.9% | $3,192-24.7% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |