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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 | $5,973 | $138,078-95.7% | $125,363-95.2% | $134,509-95.6% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -11.09% | 750.49%-761.6pp | 572.15%-583.2pp | 418.13%-429.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,131 | $7,800-59.9% | $7,447-58.0% | $6,400-51.1% |
| Admin fee / account holder | $58 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |