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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 | $2,925 | $169,356-98.3% | $129,406-97.7% | $145,897-98.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 14.98% | 14418.62%-14403.6pp | 9468.18%-9453.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,509 | $4,987-29.6% | $4,167-15.8% | $6,689-47.6% |
| Admin fee / account holder | $168 | $9,915-98.3% | $7,689-97.8% | $13,390-98.7% |