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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 | $2,507 | $106,267-97.6% | $96,520-97.4% | $139,456-98.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 48.83% | 38.45%+10.4pp | 35.72%+13.1pp | 373.45%-324.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,712 | $5,454-68.6% | $4,879-64.9% | $6,711-74.5% |
| Admin fee / account holder | $7 | $7,882-99.9% | $6,733-99.9% | $11,407-99.9% |