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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 | $1,736 | $92,684-98.1% | $82,706-97.9% | $134,509-98.7% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -17.49% | 945.84%-963.3pp | 701.76%-719.2pp | 418.13%-435.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,149 | $4,800-76.1% | $4,394-73.9% | $6,400-82.1% |
| Admin fee / account holder | $248 | $5,982-95.9% | $5,329-95.3% | $11,427-97.8% |