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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 | $4,291 | $110,248-96.1% | $95,728-95.5% | $139,456-96.9% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 19.27% | 27.16%-7.9pp | 28.40%-9.1pp | 373.45%-354.2pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $838 | $4,675-82.1% | $4,245-80.3% | $6,711-87.5% |
| Admin fee / account holder | $5 | $6,607-99.9% | $5,673-99.9% | $11,407-100.0% |