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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 | $5,057 | $115,810-95.6% | $101,271-95.0% | $158,966-96.8% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 31.47% | 56.15%-24.7pp | 46.48%-15.0pp | 302.95%-271.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,382 | $4,958-72.1% | $4,371-68.4% | $5,983-76.9% |
| Admin fee / account holder | $24 | $7,248-99.7% | $5,948-99.6% | $11,250-99.8% |