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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 | $3,049 | $115,903-97.4% | $100,528-97.0% | $158,966-98.1% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,893 | $6,677-56.7% | $6,271-53.9% | $5,983-51.7% |
| Admin fee / account holder | $221 | $11,000-98.0% | $8,084-97.3% | $11,250-98.0% |