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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 | $6,044 | $102,638-94.1% | $81,991-92.6% | $158,966-96.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 44.42% | 61.05%-16.6pp | 41.31%+3.1pp | 302.95%-258.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,545 | $4,649-66.8% | $3,722-58.5% | $5,983-74.2% |
| Admin fee / account holder | $14 | $8,237-99.8% | $5,665-99.8% | $11,250-99.9% |