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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 | $6,131 | $103,393-94.1% | $87,103-93.0% | $152,909-96.0% |
| Participation rate | 58.3% | 79.4%-21.0pp | 76.9%-18.5pp | 82.5%-24.1pp |
| Annual return | 47.82% | 28.10%+19.7pp | 28.19%+19.6pp | 345.46%-297.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,634 | $4,778-23.9% | $4,049-10.2% | $5,851-37.9% |
| Admin fee / account holder | $7 | $12,195-99.9% | $7,491-99.9% | $11,601-99.9% |