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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 | $5,755 | $100,970-94.3% | $96,576-94.0% | $137,256-95.8% |
| Participation rate | 37.5% | 82.6%-45.1pp | 81.4%-43.9pp | 80.0%-42.5pp |
| Annual return | 320.92% | 38.16%+282.8pp | 38.47%+282.4pp | 220.34%+100.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,960 | $8,286-52.2% | $7,956-50.2% | $6,407-38.2% |
| Admin fee / account holder | $73 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |