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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 | $10,692 | $91,037-88.3% | $71,671-85.1% | $147,586-92.8% |
| Participation rate | 30.0% | 76.1%-46.1pp | 68.7%-38.7pp | 82.8%-52.8pp |
| Annual return | 23.37% | 20.48%+2.9pp | 20.65%+2.7pp | 578.59%-555.2pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,607 | $4,498-64.3% | $3,438-53.3% | $5,439-70.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |