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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 | $7,924 | $228,352-96.5% | $185,827-95.7% | $158,950-95.0% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 82.58% | 40.81%+41.8pp | 35.96%+46.6pp | 302.91%-220.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,800 | $6,416-71.9% | $5,633-68.0% | $5,983-69.9% |
| Admin fee / account holder | $44 | $11,867-99.6% | $9,502-99.5% | $11,248-99.6% |