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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 | $5,495 | $97,289-94.4% | $92,805-94.1% | $155,188-96.5% |
| Participation rate | 61.1% | 84.2%-23.1pp | 83.5%-22.4pp | 80.8%-19.7pp |
| Annual return | 0.00% | 29.03%-29.0pp | 31.59%-31.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,520 | $8,795-60.0% | $8,448-58.3% | $6,531-46.1% |
| Admin fee / account holder | $279 | $12,015-97.7% | $10,911-97.4% | $14,480-98.1% |