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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 | $20,971 | $135,639-84.5% | $110,241-81.0% | $135,382-84.5% |
| Participation rate | 41.7% | 83.5%-41.8pp | 79.8%-38.2pp | 82.6%-41.0pp |
| Annual return | -4.71% | 513.21%-517.9pp | 314.75%-319.5pp | 519.77%-524.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,098 | $5,507-43.7% | $4,672-33.7% | $5,609-44.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |