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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 | $7,819 | $141,004-94.5% | $112,273-93.0% | $139,466-94.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 53.43% | 32.75%+20.7pp | 30.23%+23.2pp | 373.66%-320.2pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,645 | $5,878-38.0% | $4,800-24.1% | $6,712-45.7% |
| Admin fee / account holder | $48 | $9,959-99.5% | $7,752-99.4% | $11,409-99.6% |