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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 | $5,574 | $107,941-94.8% | $91,994-93.9% | $152,897-96.4% |
| Participation rate | 62.5% | 81.2%-18.7pp | 78.6%-16.1pp | 82.5%-20.0pp |
| Annual return | 69.07% | 89.28%-20.2pp | 69.04%0pp | 345.43%-276.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,792 | $6,366-56.1% | $5,924-52.9% | $5,851-52.3% |
| Admin fee / account holder | $104 | $10,521-99.0% | $7,744-98.7% | $11,599-99.1% |