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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 | $3,195 | $108,911-97.1% | $100,392-96.8% | $145,884-97.8% |
| Participation rate | 55.6% | 83.0%-27.4pp | 81.5%-26.0pp | 80.3%-24.7pp |
| Annual return | 12.26% | 58.23%-46.0pp | 49.45%-37.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,655 | $8,459-68.6% | $8,090-67.2% | $6,690-60.3% |
| Admin fee / account holder | $63 | $9,698-99.4% | $7,904-99.2% | $13,392-99.5% |