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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 | $107,666-93.3% | $102,184-92.9% | $154,746-95.3% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 76.49% | 29.33%+47.2pp | 31.58%+44.9pp | 172.34%-95.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,676 | $8,719-57.8% | $8,309-55.8% | $6,730-45.4% |
| Admin fee / account holder | $29 | $12,943-99.8% | $11,609-99.8% | $14,365-99.8% |