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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 | $9,400 | $44,850-79.0% | $60,547-84.5% | $59,633-84.2% |
| Participation rate | 66.1% | 59.5%+6.7pp | 68.0%-1.8pp | 68.7%-2.5pp |
| Annual return | -2.65% | 1074.14%-1076.8pp | 335.64%-338.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,184 | $2,230-46.9% | $3,328-64.4% | $3,192-62.9% |
| Admin fee / account holder | $240 | $3,635-93.4% | $4,536-94.7% | $4,297-94.4% |