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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 | $22,629 | $175,646-87.1% | $129,118-82.5% | $134,532-83.2% |
| Participation rate | 33.3% | 81.6%-48.2pp | 77.2%-43.9pp | 81.2%-47.9pp |
| Annual return | -18.35% | -11.39%-7.0pp | -10.94%-7.4pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,182 | $7,970-60.1% | $6,539-51.3% | $6,401-50.3% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,429-100.0% |