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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 | $3,216 | $101,069-96.8% | $81,478-96.1% | $147,585-97.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 14.55% | 32.40%-17.9pp | 38.78%-24.2pp | 578.57%-564.0pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $715 | $4,242-83.1% | $3,537-79.8% | $5,439-86.9% |
| Admin fee / account holder | $25 | $5,812-99.6% | $4,561-99.5% | $10,885-99.8% |