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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 | $8,144 | $50,554-83.9% | $67,681-88.0% | $87,485-90.7% |
| Participation rate | 65.8% | 67.7%-1.9pp | 73.7%-7.9pp | 68.9%-3.1pp |
| Annual return | 25.42% | 17.81%+7.6pp | 590.58%-565.2pp | 26.06%-0.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,413 | $2,961-18.5% | $3,976-39.3% | $4,274-43.5% |
| Admin fee / account holder | $17 | $4,132-99.6% | $6,100-99.7% | $7,775-99.8% |