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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 | $95,917-94.8% | $79,583-93.7% | $134,545-96.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -20.32% | -2.70%-17.6pp | 0.16%-20.5pp | 418.37%-438.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,394 | $4,694-70.3% | $3,986-65.0% | $6,401-78.2% |
| Admin fee / account holder | $8 | $9,132-99.9% | $6,835-99.9% | $11,431-99.9% |