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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 | $3,498 | $69,248-94.9% | $64,101-94.5% | $139,466-97.5% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 25.62% | 45.95%-20.3pp | 33.72%-8.1pp | 373.66%-348.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,379 | $4,682-70.6% | $3,881-64.5% | $6,712-79.5% |
| Admin fee / account holder | $76 | $4,247-98.2% | $3,070-97.5% | $11,409-99.3% |