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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 | $4,937 | $77,920-93.7% | $149,723-96.7% | $75,177-93.4% |
| Participation rate | 54.8% | 65.6%-10.7pp | 78.8%-23.9pp | 67.2%-12.4pp |
| Annual return | 13.47% | 31.72%-18.2pp | 134.50%-121.0pp | 160.75%-147.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $975 | $3,411-71.4% | $5,682-82.8% | $4,126-76.4% |
| Admin fee / account holder | $1 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |