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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 | $8,504 | $105,960-92.0% | $81,726-89.6% | $158,982-94.7% |
| Participation rate | 55.6% | 75.6%-20.1pp | 72.0%-16.5pp | 82.0%-26.4pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,667 | $13,011-87.2% | $7,108-76.5% | $5,983-72.1% |
| Admin fee / account holder | $12 | $8,494-99.9% | $5,160-99.8% | $11,252-99.9% |