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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 | $10,058 | $162,821-93.8% | $133,978-92.5% | $158,982-93.7% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 29.37% | 41.95%-12.6pp | 45.10%-15.7pp | 302.99%-273.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,118 | $5,910-64.2% | $5,047-58.0% | $5,983-64.6% |
| Admin fee / account holder | $35 | $11,742-99.7% | $8,930-99.6% | $11,252-99.7% |