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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 | $5,622 | $108,882-94.8% | $96,754-94.2% | $154,746-96.4% |
| Participation rate | 58.8% | 75.1%-16.3pp | 70.3%-11.5pp | 80.7%-21.9pp |
| Annual return | 20.97% | 98.39%-77.4pp | 82.04%-61.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,046 | $5,323-61.6% | $4,758-57.0% | $6,730-69.6% |
| Admin fee / account holder | $61 | $10,200-99.4% | $8,905-99.3% | $14,365-99.6% |