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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 | $5,447 | $84,236-93.5% | $170,439-96.8% | $70,124-92.2% |
| Participation rate | 60.7% | 70.8%-10.1pp | 83.6%-22.9pp | 69.5%-8.8pp |
| Annual return | 13.62% | 23.06%-9.4pp | 205.94%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,085 | $3,086-64.8% | $4,939-78.0% | $3,332-67.4% |
| Admin fee / account holder | $67 | $5,698-98.8% | $13,881-99.5% | $4,645-98.6% |