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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 | $5,733 | $73,863-92.2% | $143,797-96.0% | $68,490-91.6% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | 111.28% | 0.91%+110.4pp | -0.04%+111.3pp | -7.85%+119.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,457 | $3,385-27.4% | $5,638-56.4% | $4,028-39.0% |
| Admin fee / account holder | $45 | $5,756-99.2% | $14,679-99.7% | $5,403-99.2% |