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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 | $10,213 | $149,741-93.2% | $118,914-91.4% | $158,982-93.6% |
| Participation rate | 66.7% | 82.1%-15.5pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 32.21% | 19.94%+12.3pp | 35.89%-3.7pp | 302.99%-270.8pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,396 | $5,226-54.2% | $4,266-43.8% | $5,983-60.0% |
| Admin fee / account holder | $64 | $8,607-99.3% | $6,582-99.0% | $11,252-99.4% |