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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 | $6,560 | $115,225-94.3% | $100,712-93.5% | $138,895-95.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 42.88% | 40.35%+2.5pp | 33.27%+9.6pp | 145.39%-102.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,363 | $4,699-28.4% | $4,085-17.7% | $6,396-47.4% |
| Admin fee / account holder | $20 | $10,844-99.8% | $9,256-99.8% | $12,562-99.8% |