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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 | $1,086 | $57,140-98.1% | $85,240-98.7% | $80,959-98.7% |
| Participation rate | 54.0% | 56.4%-2.4pp | 67.5%-13.5pp | 67.7%-13.7pp |
| Annual return | 15.42% | 21.71%-6.3pp | 66.75%-51.3pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,102 | $3,115-64.6% | $4,527-75.7% | $4,300-74.4% |
| Admin fee / account holder | $86 | $4,992-98.3% | $6,165-98.6% | $6,925-98.8% |