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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 | $6,941 | $124,346-94.4% | $111,308-93.8% | $167,536-95.9% |
| Participation rate | 46.2% | 79.6%-33.5pp | 77.3%-31.2pp | 82.1%-36.0pp |
| Annual return | 59.01% | 37.45%+21.6pp | 54.67%+4.3pp | 478.82%-419.8pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,677 | $5,182-48.3% | $4,487-40.3% | $6,342-57.8% |
| Admin fee / account holder | $45 | $10,621-99.6% | $7,965-99.4% | $12,315-99.6% |