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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 | $9,150 | $110,801-91.7% | $86,868-89.5% | $167,518-94.5% |
| Participation rate | 40.0% | 75.8%-35.8pp | 71.6%-31.6pp | 82.1%-42.1pp |
| Annual return | 0.00% | 117.00%-117.0pp | 63.53%-63.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,569 | $4,547-21.5% | $3,699-3.5% | $6,342-43.7% |
| Admin fee / account holder | $15 | $8,417-99.8% | $5,829-99.7% | $12,312-99.9% |