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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 | $6,001 | $65,395-90.8% | $182,558-96.7% | $72,976-91.8% |
| Participation rate | 69.0% | 65.4%+3.5pp | 78.0%-9.0pp | 69.5%-0.5pp |
| Annual return | 59.71% | 27.68%+32.0pp | 148.59%-88.9pp | 81.02%-21.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,117 | $3,563+15.6% | $5,526-25.5% | $3,608+14.1% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,594-100.0% | $5,124-100.0% |