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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 | $994 | $93,098-98.9% | $77,081-98.7% | $134,509-99.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -21.44% | 62.63%-84.1pp | 42.33%-63.8pp | 418.13%-439.6pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,270 | $5,239-75.8% | $4,428-71.3% | $6,400-80.2% |
| Admin fee / account holder | $225 | $6,945-96.8% | $5,427-95.8% | $11,427-98.0% |