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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 | $9,579 | $100,901-90.5% | $75,501-87.3% | $147,585-93.5% |
| Participation rate | 28.6% | 77.1%-48.6pp | 72.4%-43.8pp | 82.8%-54.3pp |
| Annual return | 11.32% | 35.78%-24.5pp | 27.35%-16.0pp | 578.58%-567.3pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $921 | $4,027-77.1% | $3,142-70.7% | $5,439-83.1% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |