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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 | $5,986 | $51,606-88.4% | $129,339-95.4% | $80,911-92.6% |
| Participation rate | 67.9% | 57.0%+10.9pp | 69.6%-1.8pp | 67.6%+0.2pp |
| Annual return | 14.00% | 20.76%-6.8pp | 9437.05%-9423.0pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $804 | $2,669-69.9% | $4,170-80.7% | $4,297-81.3% |
| Admin fee / account holder | $144 | $4,310-96.7% | $7,668-98.1% | $6,935-97.9% |