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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 | $5,614 | $165,939-96.6% | $122,354-95.4% | $147,586-96.2% |
| Participation rate | 36.8% | 79.6%-42.7pp | 71.6%-34.8pp | 82.8%-46.0pp |
| Annual return | 32.95% | 34.56%-1.6pp | 30.28%+2.7pp | 578.59%-545.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,168 | $4,005-70.8% | $3,287-64.5% | $5,439-78.5% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |