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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 | $11,654 | $78,694-85.2% | $67,653-82.8% | $125,388-90.7% |
| Participation rate | 68.8% | 78.8%-10.1pp | 75.7%-6.9pp | 83.2%-14.4pp |
| Annual return | -1.68% | 9.46%-11.1pp | 6625.22%-6626.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,712 | $4,292-36.8% | $3,560-23.8% | $5,352-49.3% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |