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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 | $9,541 | $111,785-91.5% | $93,669-89.8% | $145,877-93.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 18.90% | 203.79%-184.9pp | 133.59%-114.7pp | 551.28%-532.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,287 | $4,919-73.8% | $4,416-70.9% | $6,691-80.8% |
| Admin fee / account holder | $37 | $10,256-99.6% | $8,291-99.6% | $13,402-99.7% |