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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 | $4,358 | $81,208-94.6% | $98,920-95.6% | $79,856-94.5% |
| Participation rate | 69.3% | 72.5%-3.2pp | 76.0%-6.7pp | 69.6%-0.3pp |
| Annual return | 64.14% | 60.99%+3.2pp | 196.47%-132.3pp | 31.71%+32.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,830 | $3,265-44.0% | $4,245-56.9% | $3,741-51.1% |
| Admin fee / account holder | $38 | $6,013-99.4% | $6,643-99.4% | $5,306-99.3% |