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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 | $10,052 | $208,088-95.2% | $186,193-94.6% | $154,746-93.5% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 16.10% | 89.97%-73.9pp | 78.03%-61.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,762 | $7,078-75.1% | $6,513-72.9% | $6,730-73.8% |
| Admin fee / account holder | $21 | $11,698-99.8% | $11,058-99.8% | $14,365-99.9% |