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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 | $5,838 | $104,116-94.4% | $71,089-91.8% | $135,380-95.7% |
| Participation rate | 6.3% | 65.7%-59.4pp | 54.6%-48.4pp | 82.6%-76.4pp |
| Annual return | -7.13% | 1256.51%-1263.6pp | 650.65%-657.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $49 | $2,524-98.1% | $1,873-97.4% | $5,609-99.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |