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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 | $7,080 | $111,785-93.7% | $93,669-92.4% | $145,877-95.1% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 15.04% | 203.79%-188.7pp | 133.59%-118.5pp | 551.28%-536.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,922 | $4,919-60.9% | $4,416-56.5% | $6,691-71.3% |
| Admin fee / account holder | $241 | $10,256-97.7% | $8,291-97.1% | $13,402-98.2% |