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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 | $3,672 | $183,592-98.0% | $155,574-97.6% | $145,877-97.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 24.93% | 61.37%-36.4pp | 64.87%-39.9pp | 551.28%-526.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,847 | $6,466-71.4% | $5,629-67.2% | $6,691-72.4% |
| Admin fee / account holder | $36 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |