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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 | $8,663 | $154,193-94.4% | $130,045-93.3% | $139,466-93.8% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 28.99% | 32.51%-3.5pp | -137.30%+166.3pp | 373.66%-344.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,672 | $6,709-45.3% | $5,820-36.9% | $6,712-45.3% |
| Admin fee / account holder | $34 | $13,989-99.8% | $10,600-99.7% | $11,409-99.7% |