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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 | $18,269 | $180,459-89.9% | $154,108-88.1% | $135,380-86.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.56% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,837 | $5,806-51.1% | $5,081-44.2% | $5,609-49.4% |
| Admin fee / account holder | $165 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |