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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 | $8,660 | $227,566-96.2% | $189,558-95.4% | $167,518-94.8% |
| Participation rate | 53.3% | 82.5%-29.2pp | 78.5%-25.1pp | 82.1%-28.8pp |
| Annual return | 22.29% | 78.43%-56.1pp | 64.19%-41.9pp | 478.71%-456.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,440 | $7,002-50.9% | $6,174-44.3% | $6,342-45.8% |
| Admin fee / account holder | $16 | $11,881-99.9% | $9,809-99.8% | $12,312-99.9% |