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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 | $3,610 | $95,415-96.2% | $185,851-98.1% | $85,851-95.8% |
| Participation rate | 37.0% | 68.8%-31.7pp | 81.7%-44.7pp | 69.3%-32.3pp |
| Annual return | 24.09% | 23.59%+0.5pp | 122.11%-98.0pp | 318.63%-294.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,503 | $3,424-56.1% | $5,569-73.0% | $3,952-62.0% |
| Admin fee / account holder | $272 | $7,215-96.2% | $16,245-98.3% | $6,261-95.7% |