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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 | $77,814-97.8% | $158,223-98.9% | $86,983-98.0% |
| Participation rate | 69.8% | 68.4%+1.4pp | 79.2%-9.4pp | 69.5%+0.3pp |
| Annual return | 79.77% | 30.54%+49.2pp | 52.09%+27.7pp | 25.83%+53.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,074 | $3,270-67.2% | $5,467-80.4% | $4,194-74.4% |
| Admin fee / account holder | $70 | $5,879-98.8% | $16,047-99.6% | $7,856-99.1% |