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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 | $1,518 | $92,766-98.4% | $82,763-98.2% | $134,545-98.9% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | -16.49% | 946.97%-963.5pp | 702.45%-718.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,064 | $4,802-77.9% | $4,395-75.8% | $6,401-83.4% |
| Admin fee / account holder | $290 | $5,978-95.2% | $5,325-94.6% | $11,431-97.5% |