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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 | $3,688 | $117,433-96.9% | $99,475-96.3% | $152,897-97.6% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 18.77% | 31.87%-13.1pp | 30.72%-12.0pp | 345.43%-326.7pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,945 | $4,086-52.4% | $3,619-46.3% | $5,851-66.8% |
| Admin fee / account holder | $14 | $7,634-99.8% | $6,252-99.8% | $11,599-99.9% |