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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 | $12,399 | $180,462-93.1% | $154,111-92.0% | $135,379-90.8% |
| Participation rate | 60.9% | 87.4%-26.6pp | 83.0%-22.2pp | 82.6%-21.8pp |
| Annual return | -8.61% | 888.17%-896.8pp | 735.18%-743.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,015 | $6,036-83.2% | $5,298-80.8% | $4,779-78.8% |
| Participant deferral / active EE | $3,084 | $5,806-46.9% | $5,081-39.3% | $5,609-45.0% |
| Admin fee / account holder | $17 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |