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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 | $12,042 | $91,167-86.8% | $178,498-93.3% | $79,858-84.9% |
| Participation rate | 26.6% | 69.2%-42.6pp | 81.9%-55.4pp | 69.6%-43.1pp |
| Annual return | 18.26% | 24.19%-5.9pp | 151.09%-132.8pp | 31.72%-13.5pp |
| Employer contribution / active EE | $31 | $3,255-99.0% | $5,011-99.4% | $2,471-98.7% |
| Participant deferral / active EE | $1,045 | $3,236-67.7% | $5,202-79.9% | $3,740-72.1% |
| Admin fee / account holder | $284 | $6,747-95.8% | $13,985-98.0% | $5,306-94.6% |