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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 | $4,365 | $208,088-97.9% | $186,193-97.7% | $154,746-97.2% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 20.94% | 89.97%-69.0pp | 78.03%-57.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,373 | $7,078-80.6% | $6,513-78.9% | $6,730-79.6% |
| Admin fee / account holder | $81 | $11,698-99.3% | $11,058-99.3% | $14,365-99.4% |