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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 | $15,429 | $79,449-80.6% | $189,597-91.9% | $85,851-82.0% |
| Participation rate | 49.0% | 66.0%-17.0pp | 78.4%-29.4pp | 69.3%-20.3pp |
| Annual return | 20.31% | 18.45%+1.9pp | 64.20%-43.9pp | 318.63%-298.3pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,037 | $4,051-49.7% | $6,174-67.0% | $3,952-48.5% |
| Admin fee / account holder | $220 | $5,377-95.9% | $9,807-97.8% | $6,261-96.5% |