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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 | $109,967-96.9% | $97,197-96.5% | $145,877-97.7% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 15.20% | 244.27%-229.1pp | 75.47%-60.3pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,653 | $4,676-64.7% | $4,263-61.2% | $6,691-75.3% |
| Admin fee / account holder | $27 | $6,199-99.6% | $5,637-99.5% | $13,402-99.8% |