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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 | $6,301 | $157,276-96.0% | $141,177-95.5% | $152,885-95.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 21.05% | 64.33%-43.3pp | 71.40%-50.4pp | 345.39%-324.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,327 | $7,110-67.3% | $6,710-65.3% | $5,851-60.2% |
| Admin fee / account holder | $221 | $12,123-98.2% | $10,263-97.8% | $11,598-98.1% |