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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 | $9,809 | $109,372-91.0% | $89,414-89.0% | $158,966-93.8% |
| Participation rate | 55.0% | 74.3%-19.3pp | 68.0%-13.0pp | 82.0%-27.0pp |
| Annual return | 75.17% | 345.55%-270.4pp | 245.50%-170.3pp | 302.95%-227.8pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,227 | $4,598-51.6% | $3,890-42.7% | $5,983-62.8% |
| Admin fee / account holder | $77 | $6,156-98.8% | $4,883-98.4% | $11,250-99.3% |