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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 | $1,766 | $232,540-99.2% | $185,117-99.0% | $147,586-98.8% |
| Participation rate | 69.2% | 82.4%-13.1pp | 77.3%-8.0pp | 82.8%-13.6pp |
| Annual return | 43.53% | 43.03%+0.5pp | 40.50%+3.0pp | 578.59%-535.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,620 | $5,834-72.2% | $5,045-67.9% | $5,439-70.2% |
| Admin fee / account holder | $36 | $10,275-99.7% | $8,159-99.6% | $10,886-99.7% |