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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 | $1,268 | $84,464-98.5% | $61,399-97.9% | $134,509-99.1% |
| Participation rate | 10.0% | 62.2%-52.2pp | 52.6%-42.6pp | 81.2%-71.2pp |
| Annual return | -19.66% | 585.06%-604.7pp | 338.81%-358.5pp | 418.13%-437.8pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $185 | $2,818-93.4% | $2,124-91.3% | $6,400-97.1% |
| Admin fee / account holder | $15 | $2,587-99.4% | $2,131-99.3% | $11,427-99.9% |