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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 | $18,180 | $105,200-82.7% | $159,474-88.6% | $85,847-78.8% |
| Participation rate | 54.2% | 75.8%-21.6pp | 82.8%-28.7pp | 69.3%-15.2pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,184 | $5,946-29.6% | $7,353-43.1% | $3,952+5.9% |
| Admin fee / account holder | $253 | $6,934-96.4% | $10,802-97.7% | $6,261-96.0% |