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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 | $5,834 | $225,673-97.4% | $203,872-97.1% | $155,188-96.2% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 27.25% | 95.91%-68.7pp | 85.11%-57.9pp | 148.84%-121.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,940 | $6,893-42.8% | $6,388-38.3% | $6,531-39.7% |
| Admin fee / account holder | $205 | $12,327-98.3% | $11,730-98.3% | $14,480-98.6% |