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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 | $6,390 | $125,778-94.9% | $114,563-94.4% | $154,746-95.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.9%-10.4pp | 80.7%-18.2pp |
| Annual return | 26.98% | 295.14%-268.2pp | 241.09%-214.1pp | 172.34%-145.4pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,343 | $4,445-47.3% | $4,142-43.4% | $6,730-65.2% |
| Admin fee / account holder | $33 | $8,190-99.6% | $7,623-99.6% | $14,365-99.8% |