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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 | $9,207 | $108,942-91.5% | $100,415-90.8% | $145,897-93.7% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 20.78% | 58.27%-37.5pp | 49.47%-28.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,263 | $8,461-61.4% | $8,091-59.7% | $6,689-51.2% |
| Admin fee / account holder | $25 | $9,702-99.7% | $7,906-99.7% | $13,390-99.8% |