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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 | $5,447 | $106,588-94.9% | $94,215-94.2% | $155,188-96.5% |
| Participation rate | 55.6% | 74.3%-18.7pp | 70.0%-14.4pp | 80.8%-25.2pp |
| Annual return | 22.57% | 29.39%-6.8pp | 28.22%-5.6pp | 148.84%-126.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,973 | $4,802-58.9% | $4,276-53.9% | $6,531-69.8% |
| Admin fee / account holder | $9 | $12,281-99.9% | $10,216-99.9% | $14,480-99.9% |