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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 | $6,018 | $65,361-90.8% | $92,903-93.5% | $72,983-91.8% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.0%-18.9pp | 69.5%-12.3pp |
| Annual return | 25.99% | 42.11%-16.1pp | 109.43%-83.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $472 | $2,594-81.8% | $3,653-87.1% | $2,440-80.6% |
| Participant deferral / active EE | $1,443 | $3,128-53.9% | $4,238-65.9% | $3,608-60.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |