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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 | $5,484 | $134,817-95.9% | $123,973-95.6% | $155,188-96.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 13.38% | 515.49%-502.1pp | 388.13%-374.7pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,248 | $5,706-60.6% | $5,247-57.2% | $6,531-65.6% |
| Admin fee / account holder | $79 | $13,245-99.4% | $11,799-99.3% | $14,480-99.5% |