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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 | $10,439 | $98,776-89.4% | $149,745-93.0% | $79,856-86.9% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.5%-25.7pp | 69.6%-12.8pp |
| Annual return | 66.14% | 27.38%+38.8pp | 276.72%-210.6pp | 31.71%+34.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,663 | $5,681-17.9% | $6,843-31.9% | $3,741+24.7% |
| Admin fee / account holder | $181 | $6,053-97.0% | $9,312-98.1% | $5,306-96.6% |