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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 | $3,334 | $107,944-96.9% | $91,994-96.4% | $152,885-97.8% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.5%-42.5pp |
| Annual return | 0.00% | 89.26%-89.3pp | 69.03%-69.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,076 | $6,365-67.4% | $5,923-65.0% | $5,851-64.5% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |