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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 | $6,675 | $142,426-95.3% | $115,167-94.2% | $152,909-95.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 48.55% | 41.48%+7.1pp | 35.60%+12.9pp | 345.46%-296.9pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,154 | $5,165-58.3% | $4,169-48.3% | $5,851-63.2% |
| Admin fee / account holder | $36 | $8,464-99.6% | $7,089-99.5% | $11,601-99.7% |