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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 | $5,785 | $162,821-96.4% | $133,978-95.7% | $158,982-96.4% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 25.96% | 41.95%-16.0pp | 45.10%-19.1pp | 302.99%-277.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,928 | $5,910-50.5% | $5,047-42.0% | $5,983-51.1% |
| Admin fee / account holder | $214 | $11,742-98.2% | $8,930-97.6% | $11,252-98.1% |