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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 | $15,064 | $105,623-85.7% | $87,502-82.8% | $273,972-94.5% |
| Participation rate | 58.8% | 78.2%-19.4pp | 73.8%-15.0pp | 83.0%-24.2pp |
| Annual return | 5.00% | 12.26%-7.3pp | 12.21%-7.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $640 | $3,601-82.2% | $3,149-79.7% | $5,287-87.9% |
| Admin fee / account holder | $2 | $4,781-100.0% | $4,221-99.9% | $10,133-100.0% |