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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 | $4,991 | $78,690-93.7% | $161,489-96.9% | $87,485-94.3% |
| Participation rate | 69.0% | 67.5%+1.5pp | 78.7%-9.7pp | 68.9%+0.1pp |
| Annual return | 20.29% | 32.74%-12.4pp | 89.72%-69.4pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,270 | $3,311-61.6% | $5,630-77.4% | $4,274-70.3% |
| Admin fee / account holder | $172 | $6,724-97.4% | $16,006-98.9% | $7,775-97.8% |