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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 | $5,292 | $106,551-95.0% | $91,225-94.2% | $134,532-96.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -16.25% | 160.78%-177.0pp | 114.12%-130.4pp | 418.27%-434.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,737 | $4,718-63.2% | $4,233-59.0% | $6,401-72.9% |
| Admin fee / account holder | $27 | $6,234-99.6% | $5,422-99.5% | $11,429-99.8% |