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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 | $5,836 | $76,407-92.4% | $150,298-96.1% | $82,448-92.9% |
| Participation rate | 56.1% | 66.4%-10.3pp | 77.8%-21.7pp | 68.1%-12.0pp |
| Annual return | 19.71% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,082 | $3,214-66.3% | $5,453-80.2% | $4,139-73.9% |
| Admin fee / account holder | $103 | $6,352-98.4% | $14,116-99.3% | $7,234-98.6% |