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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 | $5,569 | $107,363-94.8% | $92,909-94.0% | $152,897-96.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 188.33% | 145.63%+42.7pp | 109.44%+78.9pp | 345.43%-157.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,581 | $4,848-67.4% | $4,238-62.7% | $5,851-73.0% |
| Admin fee / account holder | $25 | $7,082-99.6% | $5,795-99.6% | $11,599-99.8% |