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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 | $4,117 | $108,226-96.2% | $77,513-94.7% | $158,950-97.4% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 14.20% | 31.67%-17.5pp | 54.81%-40.6pp | 302.91%-288.7pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $496 | $2,456-79.8% | $1,861-73.4% | $5,983-91.7% |
| Admin fee / account holder | $88 | $3,710-97.6% | $2,859-96.9% | $11,248-99.2% |