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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 | $6,339 | $127,273-95.0% | $109,895-94.2% | $167,518-96.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 11.08% | 22.97%-11.9pp | 29.46%-18.4pp | 478.71%-467.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,946 | $4,515-56.9% | $4,049-51.9% | $6,342-69.3% |
| Admin fee / account holder | $28 | $7,117-99.6% | $6,067-99.5% | $12,312-99.8% |