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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 | $58,311-93.2% | $81,882-95.2% | $80,959-95.1% |
| Participation rate | 41.9% | 63.5%-21.5pp | 72.4%-30.5pp | 67.7%-25.7pp |
| Annual return | 13.17% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $740 | $3,287-77.5% | $4,323-82.9% | $4,300-82.8% |
| Admin fee / account holder | $46 | $4,752-99.0% | $7,360-99.4% | $6,925-99.3% |