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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 | $3,389 | $58,275-94.2% | $81,844-95.9% | $80,935-95.8% |
| Participation rate | 64.1% | 63.5%+0.6pp | 72.4%-8.3pp | 67.7%-3.6pp |
| Annual return | 11.99% | 41.82%-29.8pp | 778.87%-766.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,189 | $3,285-63.8% | $4,323-72.5% | $4,299-72.4% |
| Admin fee / account holder | $137 | $4,749-97.1% | $7,355-98.1% | $6,924-98.0% |