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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 | $5,439 | $81,358-93.3% | $155,556-96.5% | $80,959-93.3% |
| Participation rate | 51.3% | 66.3%-15.0pp | 78.2%-26.9pp | 67.7%-16.4pp |
| Annual return | 17.41% | 33.39%-16.0pp | 64.84%-47.4pp | 35.67%-18.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,031 | $3,455-70.2% | $5,631-81.7% | $4,300-76.0% |
| Admin fee / account holder | $59 | $7,994-99.3% | $15,885-99.6% | $6,925-99.1% |