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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 | $3,346 | $103,008-96.8% | $90,304-96.3% | $152,897-97.8% |
| Participation rate | 38.5% | 75.9%-37.4pp | 73.3%-34.8pp | 82.5%-44.0pp |
| Annual return | 32.15% | 95.22%-63.1pp | 78.13%-46.0pp | 345.43%-313.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $828 | $4,281-80.7% | $3,885-78.7% | $5,851-85.9% |
| Admin fee / account holder | $96 | $6,175-98.4% | $5,354-98.2% | $11,599-99.2% |