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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 | $6,286 | $126,113-95.0% | $116,096-94.6% | $155,188-95.9% |
| Participation rate | 25.0% | 75.1%-50.1pp | 73.3%-48.3pp | 80.8%-55.8pp |
| Annual return | 46.23% | 391.72%-345.5pp | 326.25%-280.0pp | 148.84%-102.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,116 | $4,162-73.2% | $3,952-71.8% | $6,531-82.9% |
| Admin fee / account holder | $161 | $8,045-98.0% | $7,704-97.9% | $14,480-98.9% |