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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 | $8,438 | $78,670-89.3% | $109,173-92.3% | $85,847-90.2% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 17.96% | 25.09%-7.1pp | 25.75%-7.8pp | 318.61%-300.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,899 | $3,467-45.2% | $4,654-59.2% | $3,952-52.0% |
| Admin fee / account holder | $191 | $5,469-96.5% | $6,755-97.2% | $6,261-97.0% |