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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 | $9,724 | $112,131-91.3% | $95,964-89.9% | $158,982-93.9% |
| Participation rate | 42.1% | 79.0%-36.9pp | 77.1%-35.0pp | 82.0%-39.9pp |
| Annual return | 28.45% | 171.19%-142.7pp | 91.64%-63.2pp | 302.99%-274.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,902 | $4,784-60.2% | $4,167-54.4% | $5,983-68.2% |
| Admin fee / account holder | $136 | $10,136-98.7% | $6,797-98.0% | $11,252-98.8% |