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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 | $5,094 | $110,212-95.4% | $96,534-94.7% | $139,466-96.3% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.8pp | 80.3%-11.1pp |
| Annual return | 25.59% | 26.42%-0.8pp | 25.88%-0.3pp | 373.66%-348.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,113 | $5,547-43.9% | $4,851-35.8% | $6,712-53.6% |
| Admin fee / account holder | $177 | $11,599-98.5% | $8,253-97.9% | $11,409-98.4% |