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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 | $167,030-97.4% | $135,768-96.8% | $155,188-97.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 17.41% | 678.39%-661.0pp | 526.10%-508.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $564 | $4,528-87.5% | $3,977-85.8% | $6,531-91.4% |
| Admin fee / account holder | $238 | $8,172-97.1% | $7,048-96.6% | $14,480-98.4% |