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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 | $6,885 | $125,778-94.5% | $114,563-94.0% | $154,746-95.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 17.05% | 295.14%-278.1pp | 241.09%-224.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,120 | $4,445-74.8% | $4,142-73.0% | $6,730-83.4% |
| Admin fee / account holder | $40 | $8,190-99.5% | $7,623-99.5% | $14,365-99.7% |