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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 | $4,592 | $110,093-95.8% | $97,295-95.3% | $145,897-96.9% |
| Participation rate | 44.4% | 75.9%-31.5pp | 72.7%-28.2pp | 80.3%-35.9pp |
| Annual return | 17.58% | 244.76%-227.2pp | 75.62%-58.0pp | 552.29%-534.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,514 | $4,678-67.6% | $4,264-64.5% | $6,689-77.4% |
| Admin fee / account holder | $162 | $6,212-97.4% | $5,646-97.1% | $13,390-98.8% |