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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 | $1,949 | $95,601-98.0% | $77,183-97.5% | $139,456-98.6% |
| Participation rate | 68.8% | 74.0%-5.2pp | 69.6%-0.8pp | 80.3%-11.6pp |
| Annual return | 29.02% | 54.96%-25.9pp | 37.89%-8.9pp | 373.45%-344.4pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,677 | $4,623-63.7% | $3,833-56.3% | $6,711-75.0% |
| Admin fee / account holder | $172 | $8,302-97.9% | $5,475-96.9% | $11,407-98.5% |