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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 | $7,638 | $77,638-90.2% | $156,551-95.1% | $62,881-87.9% |
| Participation rate | 11.1% | 71.2%-60.1pp | 84.0%-72.9pp | 69.3%-58.2pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $833 | $3,046-72.6% | $4,871-82.9% | $3,203-74.0% |
| Admin fee / account holder | $284 | $5,561-94.9% | $13,028-97.8% | $4,296-93.4% |