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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 | $5,740 | $106,247-94.6% | $96,515-94.1% | $139,466-95.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 29.95% | 38.47%-8.5pp | 35.73%-5.8pp | 373.66%-343.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,781 | $5,456-49.0% | $4,880-43.0% | $6,712-58.6% |
| Admin fee / account holder | $26 | $7,885-99.7% | $6,735-99.6% | $11,409-99.8% |