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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 | $7,556 | $112,131-93.3% | $95,964-92.1% | $158,982-95.2% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 17.78% | 171.19%-153.4pp | 91.64%-73.9pp | 302.99%-285.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,523 | $4,784-68.2% | $4,167-63.5% | $5,983-74.6% |
| Admin fee / account holder | $91 | $10,136-99.1% | $6,797-98.7% | $11,252-99.2% |