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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 | $4,687 | $35,183-86.7% | $73,550-93.6% | $70,126-93.3% |
| Participation rate | 39.5% | 42.9%-3.5pp | 54.9%-15.5pp | 69.5%-30.1pp |
| Annual return | 16.81% | 26.90%-10.1pp | -15.16%+32.0pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $796 | $1,220-34.7% | $1,804-55.9% | $3,332-76.1% |
| Admin fee / account holder | $65 | $2,302-97.2% | $2,320-97.2% | $4,645-98.6% |