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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 | $5,623 | $157,276-96.4% | $141,177-96.0% | $152,885-96.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 16.61% | 64.33%-47.7pp | 71.40%-54.8pp | 345.39%-328.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,468 | $7,110-65.3% | $6,710-63.2% | $5,851-57.8% |
| Admin fee / account holder | $53 | $12,123-99.6% | $10,263-99.5% | $11,598-99.5% |