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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 | $5,807 | $45,087-87.1% | $69,483-91.6% | $72,976-92.0% |
| Participation rate | 42.1% | 68.5%-26.4pp | 74.6%-32.5pp | 69.5%-27.4pp |
| Annual return | 12.22% | 22.67%-10.4pp | 28.99%-16.8pp | 81.02%-68.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $947 | $2,603-63.6% | $3,537-73.2% | $3,608-73.7% |
| Admin fee / account holder | $84 | $3,057-97.2% | $3,841-97.8% | $5,124-98.4% |