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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 | $8,299 | $97,761-91.5% | $83,850-90.1% | $135,382-93.9% |
| Participation rate | 69.6% | 80.0%-10.4pp | 76.1%-6.6pp | 82.6%-13.1pp |
| Annual return | -1.68% | 1287.44%-1289.1pp | 850.92%-852.6pp | 519.77%-521.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,452 | $4,682-47.6% | $4,082-39.9% | $5,609-56.3% |
| Admin fee / account holder | $179 | $6,674-97.3% | $5,478-96.7% | $10,829-98.4% |