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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 | $1,189 | $36,948-96.8% | $73,658-98.4% | $87,485-98.6% |
| Participation rate | 57.1% | 46.8%+10.3pp | 57.0%+0.1pp | 68.9%-11.8pp |
| Annual return | 24.28% | 28.64%-4.4pp | 29.72%-5.4pp | 26.06%-1.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $319 | $1,379-76.9% | $2,062-84.5% | $4,274-92.5% |
| Admin fee / account holder | $17 | $2,531-99.3% | $3,357-99.5% | $7,775-99.8% |