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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 | $3,821 | $63,703-94.0% | $93,063-95.9% | $82,448-95.4% |
| Participation rate | 44.8% | 63.8%-19.0pp | 72.1%-27.3pp | 68.1%-23.2pp |
| Annual return | 20.53% | -775.43%+796.0pp | 34.15%-13.6pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $878 | $2,919-69.9% | $3,958-77.8% | $4,139-78.8% |
| Admin fee / account holder | $100 | $5,982-98.3% | $6,033-98.3% | $7,234-98.6% |