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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 | $2,985 | $106,551-97.2% | $91,225-96.7% | $134,532-97.8% |
| Participation rate | 61.1% | 76.8%-15.7pp | 73.2%-12.1pp | 81.2%-20.1pp |
| Annual return | -20.21% | 160.78%-181.0pp | 114.12%-134.3pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,727 | $4,718-63.4% | $4,233-59.2% | $6,401-73.0% |
| Admin fee / account holder | $13 | $6,234-99.8% | $5,422-99.8% | $11,429-99.9% |