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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 | $608 | $84,628-99.3% | $61,501-99.0% | $134,545-99.5% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -21.45% | 585.61%-607.1pp | 339.04%-360.5pp | 418.37%-439.8pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $207 | $2,819-92.7% | $2,125-90.3% | $6,401-96.8% |
| Admin fee / account holder | $143 | $2,587-94.5% | $2,132-93.3% | $11,431-98.7% |