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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 | $7,237 | $97,289-92.6% | $92,805-92.2% | $155,188-95.3% |
| Participation rate | 33.3% | 84.2%-50.8pp | 83.5%-50.2pp | 80.8%-47.5pp |
| Annual return | 76.49% | 29.03%+47.5pp | 31.59%+44.9pp | 148.84%-72.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,676 | $8,795-58.2% | $8,448-56.5% | $6,531-43.7% |
| Admin fee / account holder | $29 | $12,015-99.8% | $10,911-99.7% | $14,480-99.8% |