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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 | $7,669 | $106,247-92.8% | $96,515-92.1% | $139,466-94.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.32% | 38.47%-22.1pp | 35.73%-19.4pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,608 | $5,456-70.5% | $4,880-67.0% | $6,712-76.0% |
| Admin fee / account holder | $251 | $7,885-96.8% | $6,735-96.3% | $11,409-97.8% |