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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 | $8,847 | $85,766-89.7% | $136,298-93.5% | $70,126-87.4% |
| Participation rate | 28.0% | 74.2%-46.2pp | 81.9%-53.9pp | 69.5%-41.5pp |
| Annual return | 29.15% | 31.46%-2.3pp | 5156.27%-5127.1pp | 73.15%-44.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,215 | $5,051-56.2% | $6,247-64.5% | $3,332-33.5% |
| Admin fee / account holder | $93 | $5,421-98.3% | $9,244-99.0% | $4,645-98.0% |