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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 | $7,006 | $225,673-96.9% | $203,872-96.6% | $155,188-95.5% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 15.75% | 95.91%-80.2pp | 85.11%-69.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,069 | $6,893-70.0% | $6,388-67.6% | $6,531-68.3% |
| Admin fee / account holder | $76 | $12,327-99.4% | $11,730-99.4% | $14,480-99.5% |