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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 | $9,742 | $78,694-87.6% | $67,652-85.6% | $125,389-92.2% |
| Participation rate | 33.3% | 78.8%-45.5pp | 75.7%-42.3pp | 83.2%-49.9pp |
| Annual return | -2.60% | 9.46%-12.1pp | 6625.40%-6628.0pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,442 | $4,292-66.4% | $3,560-59.5% | $5,352-73.0% |
| Admin fee / account holder | $66 | $7,403-99.1% | $4,821-98.6% | $9,541-99.3% |