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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 | $5,440 | $35,183-84.5% | $73,545-92.6% | $70,131-92.2% |
| Participation rate | 23.5% | 42.9%-19.4pp | 54.9%-31.4pp | 69.5%-46.0pp |
| Annual return | 26.60% | 26.90%-0.3pp | -15.16%+41.8pp | 73.14%-46.5pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $789 | $1,220-35.3% | $1,806-56.3% | $3,332-76.3% |
| Admin fee / account holder | $37 | $2,302-98.4% | $2,320-98.4% | $4,645-99.2% |