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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 | $10,582 | $227,633-95.4% | $189,597-94.4% | $167,553-93.7% |
| Participation rate | 54.5% | 82.5%-28.0pp | 78.4%-23.9pp | 82.1%-27.6pp |
| Annual return | 69.42% | 78.45%-9.0pp | 64.20%+5.2pp | 478.89%-409.5pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,273 | $7,003-53.3% | $6,174-47.0% | $6,343-48.4% |
| Admin fee / account holder | $248 | $11,879-97.9% | $9,807-97.5% | $12,316-98.0% |