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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 | $6,282 | $81,358-92.3% | $155,556-96.0% | $80,959-92.2% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 47.82% | 33.39%+14.4pp | 64.84%-17.0pp | 35.67%+12.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,124 | $3,455-9.6% | $5,631-44.5% | $4,300-27.4% |
| Admin fee / account holder | $21 | $7,994-99.7% | $15,885-99.9% | $6,925-99.7% |