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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 | $43,749-96.3% | $158,223-99.0% | $65,306-97.5% |
| Participation rate | 50.0% | 56.9%-6.9pp | 79.2%-29.2pp | 57.7%-7.7pp |
| Annual return | 27.80% | 19.41%+8.4pp | 52.09%-24.3pp | 21.94%+5.9pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $865 | $2,019-57.2% | $5,467-84.2% | $2,959-70.8% |
| Admin fee / account holder | $162 | $1,930-91.6% | $16,047-99.0% | $3,480-95.3% |