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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 | $12,874 | $91,179-85.9% | $178,499-92.8% | $79,852-83.9% |
| Participation rate | 38.5% | 69.2%-30.7pp | 81.9%-43.5pp | 69.6%-31.2pp |
| Annual return | 19.06% | 24.19%-5.1pp | 151.10%-132.0pp | 31.72%-12.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,084 | $3,236-66.5% | $5,202-79.2% | $3,740-71.0% |
| Admin fee / account holder | $289 | $6,749-95.7% | $13,986-97.9% | $5,306-94.6% |