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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 | $6,276 | $78,690-92.0% | $161,489-96.1% | $87,485-92.8% |
| Participation rate | 57.1% | 67.5%-10.3pp | 78.7%-21.6pp | 68.9%-11.8pp |
| Annual return | 28.32% | 32.74%-4.4pp | 89.72%-61.4pp | 26.06%+2.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,828 | $3,311-44.8% | $5,630-67.5% | $4,274-57.2% |
| Admin fee / account holder | $11 | $6,724-99.8% | $16,006-99.9% | $7,775-99.9% |