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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 | $14,379 | $74,089-80.6% | $133,975-89.3% | $55,167-73.9% |
| Participation rate | 29.8% | 84.3%-54.5pp | 87.1%-57.3pp | 69.0%-39.2pp |
| Annual return | 29.42% | 12.11%+17.3pp | 29.29%+0.1pp | 169.23%-139.8pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,531 | $4,678-45.9% | $6,282-59.7% | $3,054-17.1% |
| Admin fee / account holder | $228 | $458-50.3% | $9,324-97.6% | $504-54.8% |