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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 | $9,573 | $73,955-87.1% | $96,520-90.1% | $75,181-87.3% |
| Participation rate | 43.6% | 66.4%-22.8pp | 74.3%-30.8pp | 67.2%-23.6pp |
| Annual return | 54.51% | 26.72%+27.8pp | 35.72%+18.8pp | 160.69%-106.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,367 | $3,659-8.0% | $4,879-31.0% | $4,126-18.4% |
| Admin fee / account holder | $100 | $5,217-98.1% | $6,733-98.5% | $5,650-98.2% |