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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 | $7,406 | $52,279-85.8% | $89,414-91.7% | $79,852-90.7% |
| Participation rate | 45.0% | 57.5%-12.5pp | 68.0%-23.0pp | 69.6%-24.6pp |
| Annual return | 114.71% | 22.16%+92.5pp | 245.50%-130.8pp | 31.72%+83.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $954 | $2,740-65.2% | $3,890-75.5% | $3,740-74.5% |
| Admin fee / account holder | $298 | $3,356-91.1% | $4,883-93.9% | $5,306-94.4% |