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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 | $11,671 | $52,961-78.0% | $172,755-93.2% | $65,185-82.1% |
| Participation rate | 50.0% | 66.2%-16.2pp | 82.6%-32.6pp | 70.2%-20.2pp |
| Annual return | 63.24% | 30.12%+33.1pp | 802.94%-739.7pp | 29.38%+33.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $929 | $2,471-62.4% | $5,198-82.1% | $3,514-73.6% |
| Admin fee / account holder | $87 | $472-81.6% | $13,955-99.4% | $847-89.8% |