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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 | $3,085 | $81,331-96.2% | $155,534-98.0% | $80,935-96.2% |
| Participation rate | 64.7% | 66.3%-1.5pp | 78.2%-13.5pp | 67.7%-3.0pp |
| Annual return | 12.13% | 33.37%-21.2pp | 64.92%-52.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $924 | $3,454-73.2% | $5,630-83.6% | $4,299-78.5% |
| Admin fee / account holder | $54 | $7,999-99.3% | $15,900-99.7% | $6,924-99.2% |