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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 | $4,007 | $48,327-91.7% | $67,575-94.1% | $80,935-95.0% |
| Participation rate | 47.4% | 66.4%-19.0pp | 72.9%-25.5pp | 67.7%-20.3pp |
| Annual return | 15.00% | 18.31%-3.3pp | 3528.98%-3514.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,158 | $2,927-60.4% | $4,003-71.1% | $4,299-73.1% |
| Admin fee / account holder | $46 | $3,692-98.7% | $3,993-98.8% | $6,924-99.3% |