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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 | $4,975 | $95,867-94.8% | $79,551-93.7% | $134,493-96.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.1pp | 81.2%-47.9pp |
| Annual return | -20.32% | -2.73%-17.6pp | 0.14%-20.5pp | 418.01%-438.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,394 | $4,692-70.3% | $3,985-65.0% | $6,400-78.2% |
| Admin fee / account holder | $8 | $9,127-99.9% | $6,833-99.9% | $11,425-99.9% |