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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 | $97,289-94.1% | $92,805-93.8% | $155,188-96.3% |
| Participation rate | 37.5% | 84.2%-46.7pp | 83.5%-46.0pp | 80.8%-43.3pp |
| Annual return | 320.92% | 29.03%+291.9pp | 31.59%+289.3pp | 148.84%+172.1pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,960 | $8,795-55.0% | $8,448-53.1% | $6,531-39.4% |
| Admin fee / account holder | $73 | $12,015-99.4% | $10,911-99.3% | $14,480-99.5% |