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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 | $154,754-98.1% | $124,206-97.7% | $138,895-97.9% |
| Participation rate | 69.2% | 75.5%-6.2pp | 69.6%-0.4pp | 79.9%-10.7pp |
| Annual return | 20.83% | 709.28%-688.5pp | 515.27%-494.4pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,197 | $4,621-52.4% | $3,968-44.6% | $6,396-65.6% |
| Admin fee / account holder | $105 | $6,690-98.4% | $5,929-98.2% | $12,562-99.2% |