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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 | $4,602 | $32,425-85.8% | $74,577-93.8% | $55,167-91.7% |
| Participation rate | 26.4% | 54.0%-27.6pp | 68.1%-41.7pp | 69.0%-42.6pp |
| Annual return | 13.83% | 10.63%+3.2pp | 20.47%-6.6pp | 169.23%-155.4pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $643 | $1,995-67.8% | $3,458-81.4% | $3,054-79.0% |
| Admin fee / account holder | $248 | $748-66.9% | $4,138-94.0% | $504-50.9% |