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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 | $7,652 | $45,050-83.0% | $63,018-87.9% | $70,126-89.1% |
| Participation rate | 49.3% | 69.5%-20.2pp | 74.8%-25.5pp | 69.5%-20.2pp |
| Annual return | 183.93% | 18.76%+165.2pp | 87.62%+96.3pp | 73.15%+110.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,751 | $2,466+11.6% | $3,330-17.4% | $3,332-17.4% |
| Admin fee / account holder | $242 | $2,834-91.5% | $3,601-93.3% | $4,645-94.8% |