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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 | $3,654 | $113,338-96.8% | $94,993-96.2% | $147,585-97.5% |
| Participation rate | 39.1% | 78.0%-38.8pp | 73.9%-34.8pp | 82.8%-43.7pp |
| Annual return | 23.34% | 20.80%+2.5pp | 27.14%-3.8pp | 578.58%-555.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $939 | $3,777-75.1% | $3,317-71.7% | $5,439-82.7% |
| Admin fee / account holder | $89 | $6,063-98.5% | $4,960-98.2% | $10,886-99.2% |