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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 | $6,232 | $104,953-94.1% | $84,637-92.6% | $152,909-95.9% |
| Participation rate | 35.3% | 74.8%-39.5pp | 68.2%-32.9pp | 82.5%-47.2pp |
| Annual return | 35.74% | 373.94%-338.2pp | 258.82%-223.1pp | 345.46%-309.7pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,112 | $4,691-76.3% | $3,900-71.5% | $5,851-81.0% |
| Admin fee / account holder | $20 | $6,244-99.7% | $4,914-99.6% | $11,601-99.8% |