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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 | $7,472 | $85,171-91.2% | $172,753-95.7% | $72,976-89.8% |
| Participation rate | 34.3% | 70.1%-35.8pp | 82.6%-48.4pp | 69.5%-35.2pp |
| Annual return | 36.17% | 27.32%+8.8pp | 803.00%-766.8pp | 81.02%-44.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,249 | $3,260-61.7% | $5,198-76.0% | $3,608-65.4% |
| Admin fee / account holder | $39 | $5,880-99.3% | $13,956-99.7% | $5,124-99.2% |