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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 | $1,480 | $49,024-97.0% | $112,860-98.7% | $87,485-98.3% |
| Participation rate | 58.3% | 62.2%-3.8pp | 66.3%-8.0pp | 68.9%-10.6pp |
| Annual return | 22.07% | 43.86%-21.8pp | 35.26%-13.2pp | 26.06%-4.0pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $714 | $2,209-67.7% | $3,493-79.6% | $4,274-83.3% |
| Admin fee / account holder | $255 | $6,266-95.9% | $6,841-96.3% | $7,775-96.7% |