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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 | $6,946 | $57,285-87.9% | $86,605-92.0% | $75,173-90.8% |
| Participation rate | 29.6% | 63.2%-33.6pp | 71.7%-42.1pp | 67.2%-37.6pp |
| Annual return | 21.49% | 2671.04%-2649.6pp | 591.39%-569.9pp | 160.65%-139.2pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,073 | $3,318-67.7% | $4,438-75.8% | $4,126-74.0% |
| Admin fee / account holder | $64 | $4,112-98.4% | $5,611-98.9% | $5,651-98.9% |