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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 | $3,771 | $100,970-96.3% | $96,576-96.1% | $137,256-97.3% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 39.56% | 38.16%+1.4pp | 38.47%+1.1pp | 220.34%-180.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,253 | $8,286-72.8% | $7,956-71.7% | $6,407-64.8% |
| Admin fee / account holder | $23 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |