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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 | $11,281 | $75,962-85.1% | $154,108-92.7% | $64,173-82.4% |
| Participation rate | 44.0% | 70.4%-26.4pp | 83.0%-39.0pp | 69.6%-25.6pp |
| Annual return | -6.97% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $877 | $3,175-72.4% | $5,081-82.7% | $3,470-74.7% |
| Admin fee / account holder | $32 | $5,589-99.4% | $13,411-99.8% | $4,887-99.3% |