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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 | $5,920 | $182,442-96.8% | $163,379-96.4% | $138,895-95.7% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 44.22% | 72.74%-28.5pp | 63.41%-19.2pp | 145.39%-101.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,246 | $6,817-81.7% | $6,282-80.2% | $6,396-80.5% |
| Admin fee / account holder | $61 | $10,396-99.4% | $9,818-99.4% | $12,562-99.5% |