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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 | $12,143 | $106,918-88.6% | $84,021-85.5% | $152,897-92.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | 24.73% | 105.01%-80.3pp | 71.32%-46.6pp | 345.43%-320.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,059 | $4,012-73.6% | $3,239-67.3% | $5,851-81.9% |
| Admin fee / account holder | $24 | $8,288-99.7% | $6,102-99.6% | $11,599-99.8% |