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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 | $6,003 | $126,113-95.2% | $116,096-94.8% | $155,188-96.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 73.3%-23.3pp | 80.8%-30.8pp |
| Annual return | 32.76% | 391.72%-359.0pp | 326.25%-293.5pp | 148.84%-116.1pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,064 | $4,162-50.4% | $3,952-47.8% | $6,531-68.4% |
| Admin fee / account holder | $195 | $8,045-97.6% | $7,704-97.5% | $14,480-98.7% |