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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 | $7,847 | $73,102-89.3% | $123,553-93.6% | $56,289-86.1% |
| Participation rate | 49.5% | 74.3%-24.8pp | 82.3%-32.8pp | 69.9%-20.3pp |
| Annual return | 10.94% | 3.01%+7.9pp | 119.21%-108.3pp | -9.96%+20.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,783 | $5,423-48.7% | $6,426-56.7% | $3,350-16.9% |
| Admin fee / account holder | $12 | $554-97.9% | $9,284-99.9% | $521-97.8% |