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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 | $1,286 | $36,844-96.5% | $83,854-98.5% | $65,306-98.0% |
| Participation rate | 47.4% | 29.2%+18.1pp | 59.1%-11.7pp | 57.7%-10.3pp |
| Annual return | 49.10% | 22.28%+26.8pp | 31.39%+17.7pp | 21.94%+27.2pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $450 | $1,040-56.8% | $2,035-77.9% | $2,959-84.8% |
| Admin fee / account holder | $85 | $2,546-96.7% | $3,197-97.3% | $3,480-97.6% |