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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 | $5,937 | $79,449-92.5% | $189,558-96.9% | $85,856-93.1% |
| Participation rate | 51.0% | 66.0%-15.0pp | 78.5%-27.4pp | 69.3%-18.3pp |
| Annual return | 22.26% | 18.45%+3.8pp | 64.19%-41.9pp | 318.58%-296.3pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,833 | $4,051-54.8% | $6,174-70.3% | $3,952-53.6% |
| Admin fee / account holder | $157 | $5,377-97.1% | $9,809-98.4% | $6,261-97.5% |