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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 | $3,534 | $104,106-96.6% | $71,086-95.0% | $135,379-97.4% |
| Participation rate | 62.5% | 65.7%-3.2pp | 54.7%+7.8pp | 82.6%-20.1pp |
| Annual return | -10.77% | 1256.30%-1267.1pp | 650.59%-661.4pp | 519.79%-530.6pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $380 | $2,527-85.0% | $1,874-79.7% | $5,609-93.2% |
| Admin fee / account holder | $53 | $4,142-98.7% | $3,082-98.3% | $10,828-99.5% |