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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 | $8,562 | $81,276-89.5% | $155,574-94.5% | $80,925-89.4% |
| Participation rate | 30.8% | 66.2%-35.5pp | 78.2%-47.4pp | 67.7%-36.9pp |
| Annual return | 10.81% | 33.36%-22.5pp | 64.87%-54.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,401 | $3,453-59.4% | $5,629-75.1% | $4,299-67.4% |
| Admin fee / account holder | $183 | $7,993-97.7% | $15,914-98.9% | $6,940-97.4% |