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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 | $5,761 | $142,430-96.0% | $115,170-95.0% | $152,897-96.2% |
| Participation rate | 42.9% | 82.4%-39.5pp | 75.9%-33.1pp | 82.5%-39.6pp |
| Annual return | 51.50% | 41.48%+10.0pp | 35.60%+15.9pp | 345.43%-293.9pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,630 | $5,165-68.4% | $4,169-60.9% | $5,851-72.1% |
| Admin fee / account holder | $15 | $8,464-99.8% | $7,089-99.8% | $11,599-99.9% |