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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 | $4,671 | $47,944-90.3% | $67,834-93.1% | $62,881-92.6% |
| Participation rate | 46.7% | 61.1%-14.4pp | 68.8%-22.1pp | 69.3%-22.6pp |
| Annual return | 4.66% | 11.77%-7.1pp | 138.47%-133.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,013 | $2,247-54.9% | $3,160-67.9% | $3,203-68.4% |
| Admin fee / account holder | $174 | $3,712-95.3% | $4,622-96.2% | $4,296-95.9% |