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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 | $1,747 | $77,638-97.7% | $156,551-98.9% | $62,881-97.2% |
| Participation rate | 67.4% | 71.2%-3.8pp | 84.0%-16.6pp | 69.3%-1.9pp |
| Annual return | 22.10% | 50.33%-28.2pp | 32.23%-10.1pp | 20.14%+2.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $902 | $3,046-70.4% | $4,871-81.5% | $3,203-71.8% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |