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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 | $4,663 | $77,449-94.0% | $69,483-93.3% | $152,909-97.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 42.53% | 39.09%+3.4pp | 28.99%+13.5pp | 345.46%-302.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,369 | $4,415-69.0% | $3,537-61.3% | $5,851-76.6% |
| Admin fee / account holder | $58 | $6,210-99.1% | $3,841-98.5% | $11,601-99.5% |