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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 | $7,508 | $136,860-94.5% | $120,344-93.8% | $154,746-95.1% |
| Participation rate | 63.6% | 79.9%-16.3pp | 76.7%-13.1pp | 80.7%-17.1pp |
| Annual return | 156.83% | 21.38%+135.5pp | 20.30%+136.5pp | 172.34%-15.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,840 | $5,793-33.7% | $5,135-25.2% | $6,730-42.9% |
| Admin fee / account holder | $251 | $15,393-98.4% | $12,742-98.0% | $14,365-98.3% |