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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 | $155,555-95.9% | $146,866-95.6% | $155,188-95.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 43.29% | 115.41%-72.1pp | 102.85%-59.6pp | 148.84%-105.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,179 | $8,044-60.5% | $7,759-59.0% | $6,531-51.3% |
| Admin fee / account holder | $284 | $14,755-98.1% | $13,620-97.9% | $14,480-98.0% |