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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 | $4,441 | $113,338-96.1% | $94,993-95.3% | $147,586-97.0% |
| Participation rate | 19.0% | 78.0%-58.9pp | 73.9%-54.8pp | 82.8%-63.8pp |
| Annual return | 6.68% | 20.80%-14.1pp | 27.14%-20.5pp | 578.59%-571.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $427 | $3,777-88.7% | $3,317-87.1% | $5,439-92.1% |
| Admin fee / account holder | $17 | $6,063-99.7% | $4,960-99.7% | $10,886-99.8% |