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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 | $5,408 | $57,590-90.6% | $86,233-93.7% | $82,448-93.4% |
| Participation rate | 68.8% | 57.9%+10.9pp | 69.0%-0.3pp | 68.1%+0.7pp |
| Annual return | 22.39% | 22.41%0pp | 61.39%-39.0pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,828 | $3,080-40.6% | $4,559-59.9% | $4,139-55.8% |
| Admin fee / account holder | $83 | $4,730-98.3% | $8,342-99.0% | $7,234-98.9% |