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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 | $2,438 | $75,541-96.8% | $152,093-98.4% | $82,637-97.0% |
| Participation rate | 58.1% | 66.5%-8.4pp | 77.8%-19.6pp | 68.1%-9.9pp |
| Annual return | 28.72% | 32.56%-3.8pp | 66.36%-37.6pp | 53.51%-24.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,511 | $3,206-52.9% | $5,451-72.3% | $4,126-63.4% |
| Admin fee / account holder | $142 | $6,405-97.8% | $14,497-99.0% | $7,339-98.1% |