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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 | $2,733 | $77,449-96.5% | $69,483-96.1% | $152,909-98.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 22.10% | 39.09%-17.0pp | 28.99%-6.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $135 | $3,316-95.9% | $2,780-95.1% | $4,764-97.2% |
| Participant deferral / active EE | $932 | $4,415-78.9% | $3,537-73.7% | $5,851-84.1% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |