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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 | $7,674 | $81,696-90.6% | $70,494-89.1% | $158,982-95.2% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 24.24% | 208.70%-184.5pp | 109.16%-84.9pp | 302.99%-278.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,738 | $4,558-61.9% | $3,711-53.2% | $5,983-71.0% |
| Admin fee / account holder | $205 | $6,200-96.7% | $3,848-94.7% | $11,252-98.2% |