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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 | $6,001 | $95,895-93.7% | $79,576-92.5% | $134,509-95.5% |
| Participation rate | 38.5% | 75.0%-36.6pp | 69.5%-31.0pp | 81.2%-42.8pp |
| Annual return | -18.36% | -2.72%-15.6pp | 0.15%-18.5pp | 418.13%-436.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,700 | $4,693-63.8% | $3,985-57.4% | $6,400-73.4% |
| Admin fee / account holder | $63 | $9,129-99.3% | $6,834-99.1% | $11,427-99.4% |