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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 | $4,514 | $134,817-96.7% | $123,973-96.4% | $155,188-97.1% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.7%-13.0pp | 80.8%-17.2pp |
| Annual return | 36.49% | 515.49%-479.0pp | 388.13%-351.6pp | 148.84%-112.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,358 | $5,706-58.7% | $5,247-55.1% | $6,531-63.9% |
| Admin fee / account holder | $263 | $13,245-98.0% | $11,799-97.8% | $14,480-98.2% |