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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 | $1,851 | $152,542-98.8% | $117,498-98.4% | $134,509-98.6% |
| Participation rate | 46.2% | 77.1%-31.0pp | 70.6%-24.4pp | 81.2%-35.1pp |
| Annual return | -12.63% | 53.02%-65.6pp | 29.75%-42.4pp | 418.13%-430.8pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,282 | $4,819-73.4% | $4,071-68.5% | $6,400-80.0% |
| Admin fee / account holder | $21 | $7,006-99.7% | $5,646-99.6% | $11,427-99.8% |