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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 | $7,755 | $84,713-90.8% | $75,717-89.8% | $167,518-95.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.8%-14.8pp | 82.1%-22.1pp |
| Annual return | 16.36% | 199.49%-183.1pp | 104.58%-88.2pp | 478.71%-462.3pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,728 | $4,578-40.4% | $3,821-28.6% | $6,342-57.0% |
| Admin fee / account holder | $199 | $5,357-96.3% | $3,619-94.5% | $12,312-98.4% |