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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 | $4,722 | $100,262-95.3% | $81,370-94.2% | $145,897-96.8% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 18.72% | 34.52%-15.8pp | 24.85%-6.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,866 | $4,612-59.5% | $3,885-52.0% | $6,689-72.1% |
| Admin fee / account holder | $44 | $8,163-99.5% | $5,749-99.2% | $13,390-99.7% |