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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 | $2,777 | $85,060-96.7% | $70,548-96.1% | $139,456-98.0% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.3%-4.7pp | 80.3%-16.7pp |
| Annual return | 30.43% | 30.38%+0.1pp | 32.78%-2.3pp | 373.45%-343.0pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,547 | $5,890-73.7% | $4,567-66.1% | $6,711-77.0% |
| Admin fee / account holder | $6 | $8,925-99.9% | $6,424-99.9% | $11,407-99.9% |