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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 | $2,173 | $95,959-97.7% | $97,411-97.8% | $138,895-98.4% |
| Participation rate | 66.7% | 81.8%-15.2pp | 80.4%-13.7pp | 79.9%-13.3pp |
| Annual return | 0.00% | 29.30%-29.3pp | 34.72%-34.7pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,541 | $5,876-22.7% | $5,886-22.8% | $6,396-29.0% |
| Admin fee / account holder | $9 | $7,555-99.9% | $7,145-99.9% | $12,562-99.9% |