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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 | $9,328 | $138,102-93.2% | $125,381-92.6% | $134,532-93.1% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -13.61% | 750.73%-764.3pp | 572.31%-585.9pp | 418.27%-431.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,154 | $7,801-46.7% | $7,448-44.2% | $6,401-35.1% |
| Admin fee / account holder | $166 | $11,568-98.6% | $10,007-98.3% | $11,429-98.5% |