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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 | $5,832 | $40,275-85.5% | $57,356-89.8% | $59,633-90.2% |
| Participation rate | 54.2% | 69.1%-15.0pp | 75.1%-20.9pp | 68.7%-14.5pp |
| Annual return | 4.33% | 27.52%-23.2pp | 24.41%-20.1pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,111 | $2,400-53.7% | $3,162-64.8% | $3,192-65.2% |
| Admin fee / account holder | $161 | $2,820-94.3% | $3,357-95.2% | $4,297-96.3% |