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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 | $5,593 | $84,685-93.4% | $73,836-92.4% | $125,389-95.5% |
| Participation rate | 29.2% | 76.8%-47.6pp | 73.4%-44.3pp | 83.2%-54.0pp |
| Annual return | -3.16% | 3123.80%-3127.0pp | 2268.06%-2271.2pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $615 | $3,993-84.6% | $3,583-82.8% | $5,352-88.5% |
| Admin fee / account holder | $50 | $5,694-99.1% | $4,882-99.0% | $9,541-99.5% |