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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 | $10,259 | $115,810-91.1% | $101,271-89.9% | $158,966-93.5% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 28.01% | 56.15%-28.1pp | 46.48%-18.5pp | 302.95%-274.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,806 | $4,958-63.6% | $4,371-58.7% | $5,983-69.8% |
| Admin fee / account holder | $67 | $7,248-99.1% | $5,948-98.9% | $11,250-99.4% |