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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 | $6,752 | $65,712-89.7% | $57,196-88.2% | $273,972-97.5% |
| Participation rate | 52.2% | 78.3%-26.2pp | 75.3%-23.2pp | 83.0%-30.8pp |
| Annual return | 8.79% | 22.01%-13.2pp | 14.59%-5.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $745 | $3,782-80.3% | $3,096-75.9% | $5,287-85.9% |
| Admin fee / account holder | $165 | $4,838-96.6% | $3,141-94.7% | $10,133-98.4% |