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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 | $2,944 | $48,327-93.9% | $67,575-95.6% | $80,935-96.4% |
| Participation rate | 22.5% | 66.4%-43.9pp | 72.9%-50.4pp | 67.7%-45.2pp |
| Annual return | 11.33% | 18.31%-7.0pp | 3528.98%-3517.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $106 | $2,022-94.7% | $2,736-96.1% | $2,757-96.1% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $84 | $3,692-97.7% | $3,993-97.9% | $6,924-98.8% |