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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 | $7,015 | $110,278-93.6% | $95,740-92.7% | $139,466-95.0% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 15.21% | 27.19%-12.0pp | 28.41%-13.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,835 | $4,674-60.8% | $4,244-56.8% | $6,712-72.7% |
| Admin fee / account holder | $34 | $6,613-99.5% | $5,676-99.4% | $11,409-99.7% |