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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 | $7,208 | $85,766-91.6% | $136,298-94.7% | $70,126-89.7% |
| Participation rate | 55.6% | 74.2%-18.6pp | 81.9%-26.4pp | 69.5%-14.0pp |
| Annual return | 22.50% | 31.46%-9.0pp | 5156.27%-5133.8pp | 73.15%-50.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,321 | $5,051-34.3% | $6,247-46.8% | $3,332-0.3% |
| Admin fee / account holder | $83 | $5,421-98.5% | $9,244-99.1% | $4,645-98.2% |