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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 | $4,975 | $99,053-95.0% | $88,179-94.4% | $138,895-96.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 22.80% | 78.17%-55.4pp | 64.97%-42.2pp | 145.39%-122.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $985 | $5,225-81.1% | $4,614-78.6% | $6,396-84.6% |
| Admin fee / account holder | $30 | $8,748-99.7% | $7,673-99.6% | $12,562-99.8% |