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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 | $6,143 | $134,817-95.4% | $123,973-95.0% | $155,188-96.0% |
| Participation rate | 53.3% | 79.4%-26.1pp | 76.7%-23.3pp | 80.8%-27.5pp |
| Annual return | 23.55% | 515.49%-491.9pp | 388.13%-364.6pp | 148.84%-125.3pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,955 | $5,706-65.7% | $5,247-62.7% | $6,531-70.1% |
| Admin fee / account holder | $9 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |