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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 | $9,089 | $63,342-85.7% | $92,236-90.1% | $70,131-87.0% |
| Participation rate | 32.1% | 68.7%-36.5pp | 76.5%-44.3pp | 69.5%-37.4pp |
| Annual return | 20.49% | 530.15%-509.7pp | 176.29%-155.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,279 | $2,854-55.2% | $3,897-67.2% | $3,332-61.6% |
| Admin fee / account holder | $208 | $3,840-94.6% | $5,194-96.0% | $4,645-95.5% |