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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 | $3,838 | $109,908-96.5% | $97,161-96.0% | $145,978-97.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 14.26% | 243.80%-229.5pp | 75.36%-61.1pp | 550.52%-536.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $946 | $4,679-79.8% | $4,265-77.8% | $6,690-85.9% |
| Admin fee / account holder | $32 | $6,213-99.5% | $5,647-99.4% | $13,400-99.8% |