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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 | $3,399 | $109,904-96.9% | $97,167-96.5% | $145,959-97.7% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 15.20% | 243.43%-228.2pp | 75.27%-60.1pp | 561.95%-546.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,653 | $4,676-64.7% | $4,264-61.2% | $6,689-75.3% |
| Admin fee / account holder | $27 | $6,216-99.6% | $5,650-99.5% | $13,398-99.8% |