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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 | $5,240 | $91,179-94.3% | $178,499-97.1% | $79,852-93.4% |
| Participation rate | 42.9% | 69.2%-26.4pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 19.92% | 24.19%-4.3pp | 151.10%-131.2pp | 31.72%-11.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,052 | $3,236-67.5% | $5,202-79.8% | $3,740-71.9% |
| Admin fee / account holder | $117 | $6,749-98.3% | $13,986-99.2% | $5,306-97.8% |