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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 | $6,985 | $105,960-93.4% | $81,726-91.5% | $158,982-95.6% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 40.66% | 38.19%+2.5pp | 29.49%+11.2pp | 302.99%-262.3pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,288 | $13,011-82.4% | $7,108-67.8% | $5,983-61.8% |
| Admin fee / account holder | $18 | $8,494-99.8% | $5,160-99.7% | $11,252-99.8% |