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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 | $1,628 | $41,016-96.0% | $152,093-98.9% | $64,097-97.5% |
| Participation rate | 50.0% | 51.3%-1.3pp | 77.8%-27.8pp | 55.2%-5.2pp |
| Annual return | 27.80% | 39.60%-11.8pp | 66.36%-38.6pp | 34.64%-6.8pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $865 | $1,927-55.1% | $5,451-84.1% | $3,080-71.9% |
| Admin fee / account holder | $162 | $2,305-93.0% | $14,497-98.9% | $3,454-95.3% |