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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 | $2,832 | $69,248-95.9% | $64,101-95.6% | $139,466-98.0% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 19.06% | 45.95%-26.9pp | 33.72%-14.7pp | 373.66%-354.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,954 | $4,682-58.3% | $3,881-49.6% | $6,712-70.9% |
| Admin fee / account holder | $6 | $4,247-99.9% | $3,070-99.8% | $11,409-99.9% |