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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 | $2,429 | $92,743-97.4% | $82,744-97.1% | $134,532-98.2% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -17.79% | 946.63%-964.4pp | 702.22%-720.0pp | 418.27%-436.1pp |
| Employer contribution / active EE | $270 | $3,273-91.7% | $3,008-91.0% | $4,741-94.3% |
| Participant deferral / active EE | $995 | $4,802-79.3% | $4,395-77.4% | $6,401-84.5% |
| Admin fee / account holder | $22 | $5,977-99.6% | $5,325-99.6% | $11,429-99.8% |