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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 | $5,002 | $90,607-94.5% | $79,467-93.7% | $135,380-96.3% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -8.50% | 977.74%-986.2pp | 718.30%-726.8pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,027 | $4,050-74.7% | $3,704-72.3% | $5,609-81.7% |
| Admin fee / account holder | $19 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |