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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 | $7,089 | $100,970-93.0% | $96,576-92.7% | $137,256-94.8% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 81.40% | 38.16%+43.2pp | 38.47%+42.9pp | 220.34%-138.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,213 | $8,286-73.3% | $7,956-72.2% | $6,407-65.5% |
| Admin fee / account holder | $11 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |