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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 | $11,244 | $85,766-86.9% | $136,298-91.8% | $70,126-84.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 81.9%-56.9pp | 69.5%-44.5pp |
| Annual return | 32.91% | 31.46%+1.5pp | 5156.27%-5123.4pp | 73.15%-40.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,157 | $5,051-57.3% | $6,247-65.5% | $3,332-35.3% |
| Admin fee / account holder | $122 | $5,421-97.7% | $9,244-98.7% | $4,645-97.4% |