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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 | $4,909 | $81,331-94.0% | $155,534-96.8% | $80,935-93.9% |
| Participation rate | 56.7% | 66.3%-9.6pp | 78.2%-21.6pp | 67.7%-11.0pp |
| Annual return | 12.72% | 33.37%-20.7pp | 64.92%-52.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,471 | $3,454-57.4% | $5,630-73.9% | $4,299-65.8% |
| Admin fee / account holder | $44 | $7,999-99.4% | $15,900-99.7% | $6,924-99.4% |