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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 | $6,843 | $123,155-94.4% | $108,753-93.7% | $155,188-95.6% |
| Participation rate | 62.5% | 75.6%-13.1pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 22.08% | 44.73%-22.6pp | 37.47%-15.4pp | 148.84%-126.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,721 | $4,623-62.8% | $4,115-58.2% | $6,531-73.7% |
| Admin fee / account holder | $291 | $12,126-97.6% | $10,320-97.2% | $14,480-98.0% |