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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 | $11,661 | $73,638-84.2% | $108,405-89.2% | $79,391-85.3% |
| Participation rate | 68.4% | 77.4%-9.0pp | 80.1%-11.7pp | 70.7%-2.3pp |
| Annual return | 139.16% | 33.27%+105.9pp | 905.55%-766.4pp | 116.88%+22.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,559-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,368 | $6,218-29.8% | $6,563-33.4% | $4,046+8.0% |
| Admin fee / account holder | $41 | $638-93.5% | $7,297-99.4% | $627-93.4% |