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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 | $5,289 | $138,102-96.2% | $125,381-95.8% | $134,532-96.1% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -20.15% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,735 | $7,801-64.9% | $7,448-63.3% | $6,401-57.3% |
| Admin fee / account holder | $60 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |