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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 | $6,261 | $114,073-94.5% | $96,161-93.5% | $167,518-96.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 14.25% | 189.95%-175.7pp | 192.01%-177.8pp | 478.71%-464.5pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,209 | $5,195-76.7% | $4,349-72.2% | $6,342-80.9% |
| Admin fee / account holder | $29 | $6,899-99.6% | $5,538-99.5% | $12,312-99.8% |