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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 | $4,994 | $90,320-94.5% | $59,496-91.6% | $125,389-96.0% |
| Participation rate | 36.4% | 68.3%-31.9pp | 54.6%-18.2pp | 83.2%-46.8pp |
| Annual return | -1.78% | 369.13%-370.9pp | 182.05%-183.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $317 | $2,716-88.3% | $1,829-82.7% | $5,352-94.1% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |