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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 | $1,877 | $51,638-96.4% | $68,368-97.3% | $82,448-97.7% |
| Participation rate | 54.1% | 63.6%-9.6pp | 73.8%-19.7pp | 68.1%-14.0pp |
| Annual return | 26.18% | 37.53%-11.4pp | 292.57%-266.4pp | 41.64%-15.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $534 | $2,914-81.7% | $4,123-87.1% | $4,139-87.1% |
| Admin fee / account holder | $32 | $4,643-99.3% | $5,150-99.4% | $7,234-99.6% |