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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 | $7,243 | $60,139-88.0% | $90,461-92.0% | $79,856-90.9% |
| Participation rate | 61.5% | 65.0%-3.5pp | 72.7%-11.2pp | 69.6%-8.1pp |
| Annual return | 20.68% | 71.96%-51.3pp | 1294.76%-1274.1pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,008 | $2,939-31.7% | $3,964-49.3% | $3,741-46.3% |
| Admin fee / account holder | $35 | $3,978-99.1% | $5,617-99.4% | $5,306-99.3% |