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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 | $1,446 | $134,817-98.9% | $123,973-98.8% | $155,188-99.1% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.7%-7.4pp | 80.8%-11.6pp |
| Annual return | 25.59% | 515.49%-489.9pp | 388.13%-362.5pp | 148.84%-123.2pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,879 | $5,706-67.1% | $5,247-64.2% | $6,531-71.2% |
| Admin fee / account holder | $285 | $13,245-97.8% | $11,799-97.6% | $14,480-98.0% |