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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 | $6,273 | $112,935-94.4% | $90,970-93.1% | $158,966-96.1% |
| Participation rate | 45.0% | 74.7%-29.7pp | 69.0%-24.0pp | 82.0%-37.0pp |
| Annual return | 108.91% | 215.79%-106.9pp | 134.58%-25.7pp | 302.95%-194.0pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,956 | $4,129-52.6% | $3,373-42.0% | $5,983-67.3% |
| Admin fee / account holder | $37 | $8,045-99.5% | $5,960-99.4% | $11,250-99.7% |