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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 | $9,283 | $118,708-92.2% | $98,920-90.6% | $158,966-94.2% |
| Participation rate | 28.6% | 77.8%-49.3pp | 76.0%-47.5pp | 82.0%-53.4pp |
| Annual return | 37.79% | 372.49%-334.7pp | 196.47%-158.7pp | 302.95%-265.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,546 | $5,089-69.6% | $4,245-63.6% | $5,983-74.2% |
| Admin fee / account holder | $232 | $10,134-97.7% | $6,643-96.5% | $11,250-97.9% |