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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 | $3,556 | $104,937-96.6% | $84,628-95.8% | $152,897-97.7% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 16.08% | 373.88%-357.8pp | 258.80%-242.7pp | 345.43%-329.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,046 | $4,690-77.7% | $3,900-73.2% | $5,851-82.1% |
| Admin fee / account holder | $121 | $6,243-98.1% | $4,914-97.5% | $11,599-99.0% |