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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 | $3,299 | $149,040-97.8% | $120,225-97.3% | $137,256-97.6% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 22.60% | 605.68%-583.1pp | 439.23%-416.6pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,973 | $4,655-36.1% | $3,999-25.6% | $6,407-53.6% |
| Admin fee / account holder | $162 | $6,348-97.5% | $5,696-97.2% | $12,270-98.7% |