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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 | $7,709 | $103,008-92.5% | $90,304-91.5% | $152,897-95.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 23.31% | 95.22%-71.9pp | 78.13%-54.8pp | 345.43%-322.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,852 | $4,281-56.7% | $3,885-52.3% | $5,851-68.3% |
| Admin fee / account holder | $30 | $6,175-99.5% | $5,354-99.4% | $11,599-99.7% |