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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 | $43,496-96.3% | $161,489-99.0% | $64,340-97.5% |
| Participation rate | 50.0% | 53.5%-3.5pp | 78.7%-28.7pp | 55.2%-5.2pp |
| Annual return | 27.80% | 20.76%+7.0pp | 89.72%-61.9pp | 24.14%+3.7pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $865 | $1,996-56.7% | $5,630-84.6% | $2,980-71.0% |
| Admin fee / account holder | $162 | $2,330-93.0% | $16,006-99.0% | $3,703-95.6% |