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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 | $8,087 | $55,713-85.5% | $75,901-89.3% | $72,975-88.9% |
| Participation rate | 14.6% | 61.1%-46.5pp | 69.3%-54.7pp | 69.5%-54.9pp |
| Annual return | 112.77% | 27.60%+85.2pp | 30.76%+82.0pp | 81.01%+31.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,405 | $2,634-46.7% | $3,603-61.0% | $3,608-61.1% |
| Admin fee / account holder | $27 | $3,980-99.3% | $5,420-99.5% | $5,124-99.5% |