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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 | $988 | $58,627-98.3% | $76,735-98.7% | $82,448-98.8% |
| Participation rate | 68.3% | 63.2%+5.1pp | 69.5%-1.2pp | 68.1%+0.2pp |
| Annual return | 112.51% | 39.10%+73.4pp | 29.77%+82.7pp | 41.64%+70.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,192 | $3,134-62.0% | $4,088-70.9% | $4,139-71.2% |
| Admin fee / account holder | $108 | $5,323-98.0% | $7,189-98.5% | $7,234-98.5% |