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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 | $10,286 | $115,814-91.1% | $101,275-89.8% | $158,982-93.5% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 37.37% | 56.16%-18.8pp | 46.48%-9.1pp | 302.99%-265.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,704 | $4,958-25.3% | $4,371-15.3% | $5,983-38.1% |
| Admin fee / account holder | $89 | $7,249-98.8% | $5,948-98.5% | $11,252-99.2% |