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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 | $3,224 | $46,534-93.1% | $64,097-95.0% | $75,177-95.7% |
| Participation rate | 29.0% | 65.9%-36.9pp | 72.3%-43.3pp | 67.2%-38.2pp |
| Annual return | 50.98% | 26.07%+24.9pp | 33.75%+17.2pp | 160.75%-109.8pp |
| Employer contribution / active EE | $6 | $1,976-99.7% | $2,750-99.8% | $2,671-99.8% |
| Participant deferral / active EE | $897 | $2,835-68.3% | $3,881-76.9% | $4,126-78.3% |
| Admin fee / account holder | $256 | $2,957-91.3% | $3,070-91.7% | $5,651-95.5% |