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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 | $7,679 | $78,690-90.2% | $161,489-95.2% | $87,485-91.2% |
| Participation rate | 32.0% | 67.5%-35.5pp | 78.7%-46.7pp | 68.9%-36.9pp |
| Annual return | 20.91% | 32.74%-11.8pp | 89.72%-68.8pp | 26.06%-5.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,082 | $3,311-67.3% | $5,630-80.8% | $4,274-74.7% |
| Admin fee / account holder | $72 | $6,724-98.9% | $16,006-99.6% | $7,775-99.1% |