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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 | $3,621 | $105,929-96.6% | $81,716-95.6% | $158,966-97.7% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,208 | $13,007-83.0% | $7,108-68.9% | $5,983-63.1% |
| Admin fee / account holder | $1 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |