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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 | $114,119-94.6% | $107,187-94.3% | $138,895-95.6% |
| Participation rate | 53.3% | 78.1%-24.7pp | 75.0%-21.7pp | 79.9%-26.6pp |
| Annual return | 23.55% | 273.21%-249.7pp | 204.55%-181.0pp | 145.39%-121.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,955 | $5,538-64.7% | $5,096-61.6% | $6,396-69.4% |
| Admin fee / account holder | $9 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |