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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 | $4,758 | $85,169-94.4% | $172,755-97.2% | $72,983-93.5% |
| Participation rate | 31.3% | 70.1%-38.8pp | 82.6%-51.4pp | 69.5%-38.2pp |
| Annual return | 33.25% | 27.32%+5.9pp | 802.94%-769.7pp | 81.01%-47.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $983 | $3,260-69.9% | $5,198-81.1% | $3,608-72.8% |
| Admin fee / account holder | $94 | $5,880-98.4% | $13,955-99.3% | $5,124-98.2% |