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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 | $5,624 | $72,486-92.2% | $87,103-93.5% | $72,976-92.3% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.9%-25.0pp | 69.5%-17.6pp |
| Annual return | 51.68% | 24.46%+27.2pp | 28.19%+23.5pp | 81.02%-29.3pp |
| Employer contribution / active EE | $193 | $1,894-89.8% | $2,521-92.4% | $2,440-92.1% |
| Participant deferral / active EE | $1,692 | $3,270-48.2% | $4,049-58.2% | $3,608-53.1% |
| Admin fee / account holder | $2 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |