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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 | $4,513 | $102,595-95.6% | $94,057-95.2% | $154,746-97.1% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 80.7%-22.4pp |
| Annual return | 22.71% | 583.42%-560.7pp | 480.62%-457.9pp | 172.34%-149.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,426 | $5,118-72.1% | $4,709-69.7% | $6,730-78.8% |
| Admin fee / account holder | $101 | $7,736-98.7% | $7,244-98.6% | $14,365-99.3% |