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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 | $2,545 | $117,426-97.8% | $99,470-97.4% | $152,885-98.3% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 24.80% | 31.87%-7.1pp | 30.72%-5.9pp | 345.39%-320.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,072 | $4,086-73.8% | $3,619-70.4% | $5,851-81.7% |
| Admin fee / account holder | $16 | $7,634-99.8% | $6,252-99.7% | $11,598-99.9% |