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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 | $6,040 | $110,379-94.5% | $102,412-94.1% | $145,884-95.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.66% | 24.84%-14.2pp | 24.94%-14.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,908 | $5,622-66.1% | $5,060-62.3% | $6,690-71.5% |
| Admin fee / account holder | $72 | $9,745-99.3% | $8,388-99.1% | $13,392-99.5% |