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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 | $3,365 | $92,766-96.4% | $82,763-95.9% | $134,545-97.5% |
| Participation rate | 56.5% | 75.2%-18.7pp | 72.6%-16.0pp | 81.2%-24.7pp |
| Annual return | -16.00% | 946.97%-963.0pp | 702.45%-718.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $89 | $3,273-97.3% | $3,008-97.0% | $4,742-98.1% |
| Participant deferral / active EE | $1,065 | $4,802-77.8% | $4,395-75.8% | $6,401-83.4% |
| Admin fee / account holder | $12 | $5,978-99.8% | $5,325-99.8% | $11,431-99.9% |