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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 | $5,602 | $73,421-92.4% | $66,439-91.6% | $155,188-96.4% |
| Participation rate | 61.9% | 79.7%-17.8pp | 74.5%-12.6pp | 80.8%-18.9pp |
| Annual return | 27.92% | 1382.37%-1354.4pp | 757.66%-729.7pp | 148.84%-120.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,983 | $4,680-57.6% | $3,876-48.8% | $6,531-69.6% |
| Admin fee / account holder | $179 | $8,856-98.0% | $6,173-97.1% | $14,480-98.8% |