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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 | $8,109 | $100,970-92.0% | $96,576-91.6% | $137,256-94.1% |
| Participation rate | 52.9% | 82.6%-29.7pp | 81.4%-28.5pp | 80.0%-27.0pp |
| Annual return | 232.52% | 38.16%+194.4pp | 38.47%+194.0pp | 220.34%+12.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,815 | $8,286-66.0% | $7,956-64.6% | $6,407-56.1% |
| Admin fee / account holder | $242 | $11,312-97.9% | $11,381-97.9% | $12,270-98.0% |