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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 | $8,707 | $228,352-96.2% | $185,835-95.3% | $158,966-94.5% |
| Participation rate | 28.6% | 82.3%-53.7pp | 78.0%-49.5pp | 82.0%-53.4pp |
| Annual return | 66.58% | 40.81%+25.8pp | 35.96%+30.6pp | 302.95%-236.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,479 | $6,416-76.9% | $5,633-73.7% | $5,983-75.3% |
| Admin fee / account holder | $43 | $11,867-99.6% | $9,502-99.5% | $11,250-99.6% |