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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 | $4,351 | $154,754-97.2% | $124,206-96.5% | $138,895-96.9% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.6%-7.1pp | 79.9%-17.4pp |
| Annual return | 17.41% | 709.28%-691.9pp | 515.27%-497.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $564 | $4,621-87.8% | $3,968-85.8% | $6,396-91.2% |
| Admin fee / account holder | $238 | $6,690-96.4% | $5,929-96.0% | $12,562-98.1% |