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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 | $4,069 | $174,018-97.7% | $136,833-97.0% | $198,609-98.0% |
| Participation rate | 47.4% | 65.1%-17.8pp | 59.0%-11.7pp | 82.4%-35.0pp |
| Annual return | 12.18% | 35.16%-23.0pp | 35.32%-23.1pp | 202.70%-190.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $810 | $2,873-71.8% | $2,441-66.8% | $6,977-88.4% |
| Admin fee / account holder | $54 | $5,434-99.0% | $4,706-98.9% | $19,030-99.7% |