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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 | $6,045 | $92,743-93.5% | $82,744-92.7% | $134,532-95.5% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-25.9pp | 81.2%-34.6pp |
| Annual return | -20.27% | 946.63%-966.9pp | 702.22%-722.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,472 | $4,802-69.3% | $4,395-66.5% | $6,401-77.0% |
| Admin fee / account holder | $35 | $5,977-99.4% | $5,325-99.3% | $11,429-99.7% |