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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 | $1,873 | $101,618-98.2% | $93,063-98.0% | $137,256-98.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 20.05% | 223.95%-203.9pp | 34.15%-14.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,128 | $4,279-73.6% | $3,958-71.5% | $6,407-82.4% |
| Admin fee / account holder | $175 | $6,198-97.2% | $6,033-97.1% | $12,270-98.6% |