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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 | $4,791 | $110,248-95.7% | $95,728-95.0% | $139,456-96.6% |
| Participation rate | 68.4% | 75.7%-7.3pp | 72.3%-3.8pp | 80.3%-11.9pp |
| Annual return | 21.14% | 27.16%-6.0pp | 28.40%-7.3pp | 373.45%-352.3pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,432 | $4,675-69.4% | $4,245-66.3% | $6,711-78.7% |
| Admin fee / account holder | $37 | $6,607-99.4% | $5,673-99.3% | $11,407-99.7% |