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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 | $3,663 | $77,814-95.3% | $158,223-97.7% | $86,983-95.8% |
| Participation rate | 40.0% | 68.4%-28.4pp | 79.2%-39.2pp | 69.5%-29.5pp |
| Annual return | 30.50% | 30.54%0pp | 52.09%-21.6pp | 25.83%+4.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,160 | $3,270-64.5% | $5,467-78.8% | $4,194-72.3% |
| Admin fee / account holder | $23 | $5,879-99.6% | $16,047-99.9% | $7,856-99.7% |