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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 | $77,814-93.6% | $158,223-96.8% | $86,983-94.3% |
| Participation rate | 69.0% | 68.4%+0.6pp | 79.2%-10.2pp | 69.5%-0.5pp |
| Annual return | 20.29% | 30.54%-10.2pp | 52.09%-31.8pp | 25.83%-5.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,270 | $3,270-61.2% | $5,467-76.8% | $4,194-69.7% |
| Admin fee / account holder | $172 | $5,879-97.1% | $16,047-98.9% | $7,856-97.8% |