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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 | $3,691 | $103,949-96.4% | $69,182-94.7% | $273,972-98.7% |
| Participation rate | 27.8% | 67.4%-39.6pp | 55.1%-27.3pp | 83.0%-55.2pp |
| Annual return | 4.07% | 35.28%-31.2pp | -21.93%+26.0pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $162 | $2,716-94.0% | $1,897-91.4% | $5,287-96.9% |
| Admin fee / account holder | $37 | $3,671-99.0% | $2,697-98.6% | $10,133-99.6% |