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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 | $7,057 | $115,903-93.9% | $100,528-93.0% | $158,966-95.6% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 80.65% | 34.80%+45.8pp | 30.90%+49.8pp | 302.95%-222.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,995 | $6,677+4.8% | $6,271+11.5% | $5,983+16.9% |
| Admin fee / account holder | $261 | $11,000-97.6% | $8,084-96.8% | $11,250-97.7% |