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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 | $2,883 | $149,040-98.1% | $120,225-97.6% | $137,256-97.9% |
| Participation rate | 69.2% | 75.4%-6.2pp | 69.6%-0.3pp | 80.0%-10.7pp |
| Annual return | 20.83% | 605.68%-584.9pp | 439.23%-418.4pp | 220.34%-199.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,197 | $4,655-52.8% | $3,999-45.0% | $6,407-65.7% |
| Admin fee / account holder | $105 | $6,348-98.4% | $5,696-98.2% | $12,270-99.1% |