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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 | $6,795 | $112,121-93.9% | $95,960-92.9% | $158,966-95.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 371.75% | 171.16%+200.6pp | 91.63%+280.1pp | 302.95%+68.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,872 | $4,784-40.0% | $4,167-31.1% | $5,983-52.0% |
| Admin fee / account holder | $276 | $10,135-97.3% | $6,797-95.9% | $11,250-97.5% |