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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 | $4,896 | $105,623-95.4% | $87,502-94.4% | $273,972-98.2% |
| Participation rate | 45.5% | 78.2%-32.7pp | 73.8%-28.4pp | 83.0%-37.6pp |
| Annual return | 23.72% | 12.26%+11.5pp | 12.21%+11.5pp | 41.46%-17.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,597 | $3,601-55.7% | $3,149-49.3% | $5,287-69.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |