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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 | $8,789 | $96,956-90.9% | $69,779-87.4% | $273,972-96.8% |
| Participation rate | 56.3% | 77.1%-20.8pp | 71.8%-15.6pp | 83.0%-26.8pp |
| Annual return | 17.35% | 12.93%+4.4pp | 12.99%+4.4pp | 41.46%-24.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,270 | $3,744-12.6% | $2,931+11.6% | $5,287-38.1% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |