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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 | $6,706 | $211,239-96.8% | $178,528-96.2% | $145,877-95.4% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 12.01% | 30.22%-18.2pp | 27.11%-15.1pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,529 | $6,963-78.0% | $6,278-75.6% | $6,691-77.1% |
| Admin fee / account holder | $7 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |