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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 | $3,436 | $102,938-96.7% | $94,105-96.3% | $138,895-97.5% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 35.79% | 250.28%-214.5pp | 204.55%-168.8pp | 145.39%-109.6pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,386 | $4,196-67.0% | $3,881-64.3% | $6,396-78.3% |
| Admin fee / account holder | $38 | $6,600-99.4% | $6,199-99.4% | $12,562-99.7% |