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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 | $5,442 | $102,245-94.7% | $89,340-93.9% | $137,256-96.0% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 19.70% | 21.89%-2.2pp | 20.57%-0.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $853 | $4,436-80.8% | $3,823-77.7% | $6,407-86.7% |
| Admin fee / account holder | $19 | $8,085-99.8% | $6,704-99.7% | $12,270-99.8% |