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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 | $6,668 | $109,411-93.9% | $89,435-92.5% | $158,982-95.8% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.7pp | 82.0%-48.6pp |
| Annual return | 19.02% | 345.68%-326.7pp | 245.55%-226.5pp | 302.99%-284.0pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,493 | $4,600-67.5% | $3,890-61.6% | $5,983-75.0% |
| Admin fee / account holder | $47 | $6,159-99.2% | $4,884-99.0% | $11,252-99.6% |