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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 | $5,669 | $157,829-96.4% | $136,867-95.9% | $198,609-97.1% |
| Participation rate | 63.6% | 77.2%-13.5pp | 74.5%-10.9pp | 82.4%-18.7pp |
| Annual return | 20.28% | 51.25%-31.0pp | 42.97%-22.7pp | 202.70%-182.4pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,179 | $5,463-41.8% | $4,924-35.4% | $6,977-54.4% |
| Admin fee / account holder | $13 | $11,107-99.9% | $10,340-99.9% | $19,030-99.9% |