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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 | $6,843 | $115,225-94.1% | $100,712-93.2% | $138,895-95.1% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 22.08% | 40.35%-18.3pp | 33.27%-11.2pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,721 | $4,699-63.4% | $4,085-57.9% | $6,396-73.1% |
| Admin fee / account holder | $291 | $10,844-97.3% | $9,256-96.9% | $12,562-97.7% |