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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 | $1,706 | $75,541-97.7% | $152,093-98.9% | $82,637-97.9% |
| Participation rate | 69.8% | 66.5%+3.3pp | 77.8%-8.0pp | 68.1%+1.8pp |
| Annual return | 79.77% | 32.56%+47.2pp | 66.36%+13.4pp | 53.51%+26.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,074 | $3,206-66.5% | $5,451-80.3% | $4,126-74.0% |
| Admin fee / account holder | $70 | $6,405-98.9% | $14,497-99.5% | $7,339-99.0% |