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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 | $2,432 | $77,908-96.9% | $149,696-98.4% | $75,173-96.8% |
| Participation rate | 38.7% | 65.6%-26.9pp | 78.8%-40.1pp | 67.2%-28.5pp |
| Annual return | 25.65% | 31.73%-6.1pp | 134.46%-108.8pp | 160.72%-135.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $886 | $3,411-74.0% | $5,682-84.4% | $4,126-78.5% |
| Admin fee / account holder | $173 | $5,950-97.1% | $13,212-98.7% | $5,651-96.9% |