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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 | $3,571 | $57,541-93.8% | $95,740-96.3% | $75,173-95.2% |
| Participation rate | 56.0% | 62.5%-6.5pp | 72.3%-16.3pp | 67.2%-11.2pp |
| Annual return | 22.83% | 34.93%-12.1pp | 28.41%-5.6pp | 160.72%-137.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,259 | $3,074-26.5% | $4,244-46.8% | $4,126-45.3% |
| Admin fee / account holder | $194 | $4,099-95.3% | $5,676-96.6% | $5,651-96.6% |