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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 | $2,771 | $71,197-96.1% | $93,669-97.0% | $80,925-96.6% |
| Participation rate | 64.9% | 60.4%+4.5pp | 68.7%-3.9pp | 67.7%-2.8pp |
| Annual return | 21.27% | 11.27%+10.0pp | 133.59%-112.3pp | 35.65%-14.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,474 | $4,036-63.5% | $4,416-66.6% | $4,299-65.7% |
| Admin fee / account holder | $24 | $6,959-99.7% | $8,291-99.7% | $6,940-99.7% |