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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 | $7,876 | $106,551-92.6% | $91,225-91.4% | $134,532-94.1% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -16.07% | 160.78%-176.8pp | 114.12%-130.2pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,000 | $4,718-57.6% | $4,233-52.8% | $6,401-68.8% |
| Admin fee / account holder | $32 | $6,234-99.5% | $5,422-99.4% | $11,429-99.7% |