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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 | $3,951 | $109,908-96.4% | $97,161-95.9% | $145,978-97.3% |
| Participation rate | 64.7% | 75.9%-11.2pp | 72.7%-8.0pp | 80.3%-15.6pp |
| Annual return | 18.17% | 243.80%-225.6pp | 75.36%-57.2pp | 550.52%-532.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,000 | $4,679-78.6% | $4,265-76.5% | $6,690-85.0% |
| Admin fee / account holder | $48 | $6,213-99.2% | $5,647-99.1% | $13,400-99.6% |