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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 | $3,518 | $92,684-96.2% | $82,706-95.7% | $134,509-97.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -3.46% | 945.84%-949.3pp | 701.76%-705.2pp | 418.13%-421.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,552 | $4,800-67.7% | $4,394-64.7% | $6,400-75.7% |
| Admin fee / account holder | $23 | $5,982-99.6% | $5,329-99.6% | $11,427-99.8% |