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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 | $4,224 | $45,041-90.6% | $63,003-93.3% | $70,131-94.0% |
| Participation rate | 44.1% | 69.5%-25.4pp | 74.8%-30.7pp | 69.5%-25.4pp |
| Annual return | 26.04% | 18.76%+7.3pp | 87.59%-61.5pp | 73.14%-47.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $891 | $2,465-63.9% | $3,329-73.2% | $3,332-73.3% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |