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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 | $10,423 | $108,897-90.4% | $100,378-89.6% | $145,877-92.9% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | 0.00% | 58.17%-58.2pp | 49.41%-49.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,890 | $8,455-30.3% | $8,087-27.2% | $6,691-12.0% |
| Admin fee / account holder | $8 | $9,690-99.9% | $7,899-99.9% | $13,402-99.9% |