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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 | $10,298 | $95,975-89.3% | $74,552-86.2% | $135,382-92.4% |
| Participation rate | 18.8% | 75.7%-56.9pp | 69.1%-50.4pp | 82.6%-63.9pp |
| Annual return | -7.91% | 56.96%-64.9pp | 32.53%-40.4pp | 519.77%-527.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $887 | $3,844-76.9% | $3,108-71.5% | $5,609-84.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |