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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 | $2,807 | $176,402-98.4% | $134,162-97.9% | $158,982-98.2% |
| Participation rate | 29.4% | 78.7%-49.3pp | 72.2%-42.8pp | 82.0%-52.6pp |
| Annual return | 9.17% | 63.66%-54.5pp | 36.35%-27.2pp | 302.99%-293.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $58 | $4,093-98.6% | $3,500-98.4% | $5,983-99.0% |
| Admin fee / account holder | $122 | $8,719-98.6% | $6,685-98.2% | $11,252-98.9% |