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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 | $3,855 | $152,591-97.5% | $117,529-96.7% | $134,545-97.1% |
| Participation rate | 21.1% | 77.1%-56.1pp | 70.6%-49.5pp | 81.2%-60.2pp |
| Annual return | -14.98% | 53.04%-68.0pp | 29.77%-44.7pp | 418.37%-433.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $412 | $4,821-91.4% | $4,072-89.9% | $6,401-93.6% |
| Admin fee / account holder | $50 | $7,004-99.3% | $5,645-99.1% | $11,431-99.6% |