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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 | $4,711 | $45,050-89.5% | $63,018-92.5% | $70,126-93.3% |
| Participation rate | 46.6% | 69.5%-23.0pp | 74.8%-28.3pp | 69.5%-23.0pp |
| Annual return | 19.34% | 18.76%+0.6pp | 87.62%-68.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $60 | $2,052-97.1% | $2,761-97.8% | $2,343-97.4% |
| Participant deferral / active EE | $797 | $2,466-67.7% | $3,330-76.1% | $3,332-76.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |