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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 | $6,704 | $126,661-94.7% | $113,397-94.1% | $138,895-95.2% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.5%-19.4pp | 79.9%-22.8pp |
| Annual return | 17.77% | 25.05%-7.3pp | 23.20%-5.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,342 | $5,693-58.9% | $5,076-53.9% | $6,396-63.4% |
| Admin fee / account holder | $63 | $14,549-99.6% | $11,957-99.5% | $12,562-99.5% |