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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 | $11,266 | $97,729-88.5% | $83,830-86.6% | $135,379-91.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -1.09% | 1287.52%-1288.6pp | 850.97%-852.1pp | 519.79%-520.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,551 | $4,683-66.9% | $4,082-62.0% | $5,609-72.3% |
| Admin fee / account holder | $44 | $6,674-99.3% | $5,479-99.2% | $10,828-99.6% |