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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 | $12,306 | $100,901-87.8% | $75,501-83.7% | $147,585-91.7% |
| Participation rate | 20.0% | 77.1%-57.1pp | 72.4%-52.4pp | 82.8%-62.8pp |
| Annual return | 18.23% | 35.78%-17.6pp | 27.35%-9.1pp | 578.58%-560.4pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $829 | $4,027-79.4% | $3,142-73.6% | $5,439-84.8% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |