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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 | $4,684 | $106,280-95.6% | $96,538-95.1% | $139,487-96.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 33.61% | 38.48%-4.9pp | 35.74%-2.1pp | 373.84%-340.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,009 | $5,457-63.2% | $4,880-58.8% | $6,713-70.1% |
| Admin fee / account holder | $13 | $7,888-99.8% | $6,737-99.8% | $11,407-99.9% |