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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 | $6,912 | $81,358-91.5% | $155,556-95.6% | $80,959-91.5% |
| Participation rate | 30.4% | 66.3%-35.8pp | 78.2%-47.8pp | 67.7%-37.2pp |
| Annual return | 10.82% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,356 | $3,455-60.8% | $5,631-75.9% | $4,300-68.5% |
| Admin fee / account holder | $172 | $7,994-97.8% | $15,885-98.9% | $6,925-97.5% |