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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 | $3,953 | $58,234-93.2% | $81,783-95.2% | $80,874-95.1% |
| Participation rate | 41.9% | 63.4%-21.5pp | 72.4%-30.4pp | 67.6%-25.7pp |
| Annual return | 13.17% | 41.70%-28.5pp | 775.05%-761.9pp | 35.62%-22.4pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $740 | $3,283-77.5% | $4,320-82.9% | $4,297-82.8% |
| Admin fee / account holder | $46 | $4,982-99.1% | $7,380-99.4% | $6,935-99.3% |