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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 | $6,845 | $176,786-96.1% | $146,643-95.3% | $167,536-95.9% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 18.98% | 24.04%-5.1pp | 22.75%-3.8pp | 478.82%-459.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,209 | $6,440-65.7% | $5,506-59.9% | $6,342-65.2% |
| Admin fee / account holder | $8 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |