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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 | $7,895 | $142,426-94.5% | $115,167-93.1% | $152,909-94.8% |
| Participation rate | 64.3% | 82.4%-18.1pp | 75.9%-11.6pp | 82.5%-18.2pp |
| Annual return | 23.36% | 41.48%-18.1pp | 35.60%-12.2pp | 345.46%-322.1pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,553 | $5,165-50.6% | $4,169-38.8% | $5,851-56.4% |
| Admin fee / account holder | $67 | $8,464-99.2% | $7,089-99.1% | $11,601-99.4% |