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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 | $4,485 | $61,125-92.7% | $94,057-95.2% | $87,485-94.9% |
| Participation rate | 58.1% | 64.1%-6.0pp | 73.3%-15.3pp | 68.9%-10.9pp |
| Annual return | 21.00% | 35.20%-14.2pp | 480.62%-459.6pp | 26.06%-5.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,247 | $3,260-61.7% | $4,709-73.5% | $4,274-70.8% |
| Admin fee / account holder | $124 | $5,629-97.8% | $7,244-98.3% | $7,775-98.4% |