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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 | $5,491 | $54,380-89.9% | $68,509-92.0% | $59,633-90.8% |
| Participation rate | 68.1% | 70.2%-2.1pp | 74.7%-6.6pp | 68.7%-0.6pp |
| Annual return | 44.86% | 2.83%+42.0pp | 8.27%+36.6pp | 2041.40%-1996.5pp |
| Employer contribution / active EE | $46 | $1,539-97.0% | $2,278-98.0% | $2,203-97.9% |
| Participant deferral / active EE | $1,991 | $2,643-24.7% | $3,382-41.1% | $3,192-37.6% |
| Admin fee / account holder | $110 | $3,885-97.2% | $5,275-97.9% | $4,297-97.4% |