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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 | $3,438 | $88,996-96.1% | $78,004-95.6% | $138,895-97.5% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.4%-44.4pp | 79.9%-54.9pp |
| Annual return | 59.47% | 28.03%+31.4pp | 31.07%+28.4pp | 145.39%-85.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,583 | $4,724-66.5% | $4,092-61.3% | $6,396-75.3% |
| Admin fee / account holder | $105 | $8,807-98.8% | $7,578-98.6% | $12,562-99.2% |