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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 | $3,834 | $142,426-97.3% | $115,167-96.7% | $152,909-97.5% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.5%-22.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,500 | $5,165-51.6% | $4,169-40.0% | $5,851-57.3% |
| Admin fee / account holder | $1 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |