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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 | $3,084 | $185,141-98.3% | $153,416-98.0% | $155,188-98.0% |
| Participation rate | 66.7% | 79.9%-13.3pp | 74.3%-7.7pp | 80.8%-14.1pp |
| Annual return | 34.76% | 18.72%+16.0pp | 17.84%+16.9pp | 148.84%-114.1pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,043 | $5,477-62.7% | $4,723-56.7% | $6,531-68.7% |
| Admin fee / account holder | $21 | $16,005-99.9% | $13,095-99.8% | $14,480-99.9% |