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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 | $5,528 | $103,393-94.7% | $87,103-93.7% | $152,909-96.4% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 29.47% | 28.10%+1.4pp | 28.19%+1.3pp | 345.46%-316.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,606 | $4,778-66.4% | $4,049-60.3% | $5,851-72.5% |
| Admin fee / account holder | $165 | $12,195-98.7% | $7,491-97.8% | $11,601-98.6% |