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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 | $11,362 | $77,638-85.4% | $156,551-92.7% | $62,881-81.9% |
| Participation rate | 30.7% | 71.2%-40.5pp | 84.0%-53.3pp | 69.3%-38.6pp |
| Annual return | 84.42% | 50.33%+34.1pp | 32.23%+52.2pp | 20.14%+64.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $947 | $3,046-68.9% | $4,871-80.6% | $3,203-70.4% |
| Admin fee / account holder | $69 | $5,561-98.8% | $13,028-99.5% | $4,296-98.4% |