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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 | $8,174 | $75,832-89.2% | $147,617-94.5% | $59,633-86.3% |
| Participation rate | 29.0% | 71.6%-42.5pp | 84.6%-55.6pp | 68.7%-39.6pp |
| Annual return | 73.70% | 0.37%+73.3pp | 61.98%+11.7pp | 2041.45%-1967.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $899 | $3,131-71.3% | $4,895-81.6% | $3,192-71.8% |
| Admin fee / account holder | $248 | $5,986-95.9% | $11,612-97.9% | $4,297-94.2% |