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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 | $4,527 | $153,311-97.0% | $109,313-95.9% | $273,972-98.3% |
| Participation rate | 5.9% | 80.1%-74.2pp | 71.3%-65.4pp | 83.0%-77.1pp |
| Annual return | 3.84% | 29.86%-26.0pp | 22.07%-18.2pp | 41.46%-37.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $72 | $3,932-98.2% | $3,166-97.7% | $5,287-98.6% |
| Admin fee / account holder | $53 | $8,076-99.3% | $5,666-99.1% | $10,133-99.5% |