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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 | $78,690-95.3% | $161,489-97.7% | $87,485-95.8% |
| Participation rate | 40.0% | 67.5%-27.5pp | 78.7%-38.7pp | 68.9%-28.9pp |
| Annual return | 30.50% | 32.74%-2.2pp | 89.72%-59.2pp | 26.06%+4.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,160 | $3,311-65.0% | $5,630-79.4% | $4,274-72.8% |
| Admin fee / account holder | $23 | $6,724-99.7% | $16,006-99.9% | $7,775-99.7% |