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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 | $5,350 | $53,128-89.9% | $86,582-93.8% | $70,126-92.4% |
| Participation rate | 35.5% | 65.3%-29.8pp | 73.5%-38.1pp | 69.5%-34.1pp |
| Annual return | 20.85% | 27.66%-6.8pp | 965.08%-944.2pp | 73.15%-52.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $949 | $2,695-64.8% | $3,609-73.7% | $3,332-71.5% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |