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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 | $3,597 | $48,011-92.5% | $63,803-94.4% | $82,637-95.6% |
| Participation rate | 69.2% | 66.6%+2.7pp | 72.7%-3.5pp | 68.1%+1.2pp |
| Annual return | 21.08% | 19.84%+1.2pp | 543.72%-522.6pp | 53.51%-32.4pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,122 | $2,846-60.6% | $3,843-70.8% | $4,126-72.8% |
| Admin fee / account holder | $20 | $3,873-99.5% | $5,196-99.6% | $7,339-99.7% |