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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 | $3,436 | $101,618-96.6% | $93,063-96.3% | $137,256-97.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 35.79% | 223.95%-188.2pp | 34.15%+1.6pp | 220.34%-184.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,386 | $4,279-67.6% | $3,958-65.0% | $6,407-78.4% |
| Admin fee / account holder | $38 | $6,198-99.4% | $6,033-99.4% | $12,270-99.7% |