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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 | $4,987 | $96,491-94.8% | $75,894-93.4% | $152,885-96.7% |
| Participation rate | 52.4% | 76.2%-23.8pp | 69.3%-16.9pp | 82.5%-30.1pp |
| Annual return | 52.19% | 33.98%+18.2pp | 30.76%+21.4pp | 345.39%-293.2pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,851 | $4,553-59.3% | $3,603-48.6% | $5,851-68.4% |
| Admin fee / account holder | $53 | $8,079-99.3% | $5,420-99.0% | $11,598-99.5% |