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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 | $5,581 | $77,638-92.8% | $156,551-96.4% | $62,881-91.1% |
| Participation rate | 27.5% | 71.2%-43.7pp | 84.0%-56.5pp | 69.3%-41.8pp |
| Annual return | 19.27% | 50.33%-31.1pp | 32.23%-13.0pp | 20.14%-0.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,053 | $3,046-65.4% | $4,871-78.4% | $3,203-67.1% |
| Admin fee / account holder | $2 | $5,561-100.0% | $13,028-100.0% | $4,296-99.9% |