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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 | $7,679 | $162,812-95.3% | $133,971-94.3% | $158,966-95.2% |
| Participation rate | 20.0% | 83.2%-63.2pp | 79.8%-59.8pp | 82.0%-62.0pp |
| Annual return | 87.07% | 41.94%+45.1pp | 45.09%+42.0pp | 302.95%-215.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,258 | $5,910-61.8% | $5,047-55.3% | $5,983-62.3% |
| Admin fee / account holder | $35 | $11,741-99.7% | $8,929-99.6% | $11,250-99.7% |