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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 | $6,239 | $152,542-95.9% | $117,498-94.7% | $134,509-95.4% |
| Participation rate | 57.1% | 77.1%-20.0pp | 70.6%-13.5pp | 81.2%-24.1pp |
| Annual return | -16.75% | 53.02%-69.8pp | 29.75%-46.5pp | 418.13%-434.9pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,168 | $4,819-34.3% | $4,071-22.2% | $6,400-50.5% |
| Admin fee / account holder | $22 | $7,006-99.7% | $5,646-99.6% | $11,427-99.8% |