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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 | $4,079 | $154,754-97.4% | $124,206-96.7% | $138,895-97.1% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 26.32% | 709.28%-683.0pp | 515.27%-489.0pp | 145.39%-119.1pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,113 | $4,621-75.9% | $3,968-71.9% | $6,396-82.6% |
| Admin fee / account holder | $16 | $6,690-99.8% | $5,929-99.7% | $12,562-99.9% |