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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 | $3,443 | $81,664-95.8% | $70,476-95.1% | $158,966-97.8% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 30.58% | 208.59%-178.0pp | 109.12%-78.5pp | 302.95%-272.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,323 | $4,556-71.0% | $3,710-64.3% | $5,983-77.9% |
| Admin fee / account holder | $7 | $6,197-99.9% | $3,847-99.8% | $11,250-99.9% |