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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 | $10,770 | $49,199-78.1% | $121,210-91.1% | $75,177-85.7% |
| Participation rate | 48.0% | 55.4%-7.4pp | 69.5%-21.5pp | 67.2%-19.2pp |
| Annual return | 0.00% | 56.04%-56.0pp | 987.41%-987.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,407 | $2,630+29.6% | $4,084-16.6% | $4,126-17.4% |
| Admin fee / account holder | $94 | $3,946-97.6% | $5,647-98.3% | $5,651-98.3% |