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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 | $2,177 | $96,956-97.8% | $69,779-96.9% | $273,972-99.2% |
| Participation rate | 61.5% | 77.1%-15.5pp | 71.8%-10.3pp | 83.0%-21.5pp |
| Annual return | 17.07% | 12.93%+4.1pp | 12.99%+4.1pp | 41.46%-24.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,088 | $3,744-70.9% | $2,931-62.9% | $5,287-79.4% |
| Admin fee / account holder | $3 | $7,934-100.0% | $4,381-99.9% | $10,133-100.0% |