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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 | $8,901 | $176,572-95.0% | - | $137,256-93.5% |
| Participation rate | 57.1% | 75.1%-17.9pp | - | 80.0%-22.8pp |
| Annual return | 21.81% | 652.77%-631.0pp | - | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | - | $4,156-100.0% |
| Participant deferral / active EE | $2,490 | $5,052-50.7% | - | $6,407-61.1% |
| Admin fee / account holder | $208 | $6,447-96.8% | - | $12,270-98.3% |