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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 | $4,168 | $76,368-94.5% | $67,681-93.8% | $154,746-97.3% |
| Participation rate | 57.1% | 79.0%-21.8pp | 73.7%-16.6pp | 80.7%-23.6pp |
| Annual return | 17.74% | 1066.77%-1049.0pp | 590.58%-572.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,156 | $4,824-76.0% | $3,976-70.9% | $6,730-82.8% |
| Admin fee / account holder | $58 | $8,559-99.3% | $6,100-99.1% | $14,365-99.6% |