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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 | $100,125-95.3% | $81,482-94.2% | $145,978-96.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 18.72% | 34.44%-15.7pp | 24.79%-6.1pp | 550.52%-531.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,866 | $4,609-59.5% | $3,885-52.0% | $6,690-72.1% |
| Admin fee / account holder | $44 | $8,198-99.5% | $5,761-99.2% | $13,400-99.7% |