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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 | $2,006 | $102,245-98.0% | $89,340-97.8% | $137,256-98.5% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 41.96% | 21.89%+20.1pp | 20.57%+21.4pp | 220.34%-178.4pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $832 | $4,436-81.2% | $3,823-78.2% | $6,407-87.0% |
| Admin fee / account holder | $156 | $8,085-98.1% | $6,704-97.7% | $12,270-98.7% |