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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 | $6,437 | $162,136-96.0% | $152,301-95.8% | $154,746-95.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 43.29% | 91.02%-47.7pp | 80.50%-37.2pp | 172.34%-129.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,179 | $8,341-61.9% | $8,004-60.3% | $6,730-52.8% |
| Admin fee / account holder | $284 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |