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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 | $7,203 | $112,933-93.6% | $90,970-92.1% | $158,982-95.5% |
| Participation rate | 36.4% | 74.7%-38.4pp | 69.0%-32.7pp | 82.0%-45.6pp |
| Annual return | 26.58% | 215.82%-189.2pp | 134.60%-108.0pp | 302.99%-276.4pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,794 | $4,128-56.5% | $3,373-46.8% | $5,983-70.0% |
| Admin fee / account holder | $195 | $8,047-97.6% | $5,961-96.7% | $11,252-98.3% |