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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 | $4,960 | $103,038-95.2% | $90,324-94.5% | $152,909-96.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 13.36% | 95.25%-81.9pp | 78.15%-64.8pp | 345.46%-332.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,030 | $4,282-75.9% | $3,885-73.5% | $5,851-82.4% |
| Admin fee / account holder | $187 | $6,177-97.0% | $5,356-96.5% | $11,601-98.4% |