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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 | $4,840 | $56,134-91.4% | $96,171-95.0% | $85,847-94.4% |
| Participation rate | 63.6% | 56.7%+6.9pp | 68.4%-4.8pp | 69.3%-5.7pp |
| Annual return | 14.54% | 42.30%-27.8pp | 192.04%-177.5pp | 318.61%-304.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,616 | $2,858-43.4% | $4,350-62.8% | $3,952-59.1% |
| Admin fee / account holder | $54 | $3,769-98.6% | $5,538-99.0% | $6,261-99.1% |