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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 | $5,967 | $124,346-95.2% | $111,308-94.6% | $167,536-96.4% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 19.64% | 37.45%-17.8pp | 54.67%-35.0pp | 478.82%-459.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,753 | $5,182-66.2% | $4,487-60.9% | $6,342-72.4% |
| Admin fee / account holder | $24 | $10,621-99.8% | $7,965-99.7% | $12,315-99.8% |