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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 | $3,862 | $114,119-96.6% | $107,187-96.4% | $138,895-97.2% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.0%-40.0pp | 79.9%-44.9pp |
| Annual return | 12.39% | 273.21%-260.8pp | 204.55%-192.2pp | 145.39%-133.0pp |
| Employer contribution / active EE | $491 | $4,059-87.9% | $3,782-87.0% | $4,194-88.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |