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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 | $11,208 | $77,816-85.6% | $123,552-90.9% | $64,173-82.5% |
| Participation rate | 60.5% | 74.7%-14.2pp | 82.3%-21.8pp | 69.6%-9.0pp |
| Annual return | 99.18% | 12.49%+86.7pp | 119.20%-20.0pp | 7.63%+91.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,828 | $5,240-46.0% | $6,426-56.0% | $3,470-18.5% |
| Admin fee / account holder | $98 | $5,519-98.2% | $9,285-98.9% | $4,887-98.0% |