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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 | $162,529-98.2% | $130,788-97.8% | $154,746-98.1% |
| Participation rate | 69.2% | 75.9%-6.6pp | 70.1%-0.9pp | 80.7%-11.5pp |
| Annual return | 20.83% | 510.48%-489.6pp | 386.44%-365.6pp | 172.34%-151.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,197 | $4,808-54.3% | $4,137-46.9% | $6,730-67.3% |
| Admin fee / account holder | $105 | $7,669-98.6% | $6,673-98.4% | $14,365-99.3% |