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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 | $8,187 | $102,597-92.0% | $75,924-89.2% | $254,173-96.8% |
| Participation rate | 41.7% | 58.9%-17.2pp | 52.9%-11.2pp | 43.0%-1.4pp |
| Annual return | 4.31% | 5.74%-1.4pp | 6.78%-2.5pp | 259.17%-254.9pp |
| Employer contribution / active EE | $710 | $36,770-98.1% | $28,542-97.5% | $41,471-98.3% |
| Participant deferral / active EE | $0 | $558-100.0% | $763-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $1,754-100.0% | $21,502-100.0% |