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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 | $5,655 | $114,237-95.0% | $119,258-95.3% | $167,536-96.6% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.1pp | 82.1%-15.4pp |
| Annual return | 0.00% | 29.87%-29.9pp | 30.69%-30.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,949 | $6,084-35.1% | $6,111-35.4% | $6,342-37.7% |
| Admin fee / account holder | $2 | $8,932-100.0% | $7,226-100.0% | $12,315-100.0% |