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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 | $9,318 | $107,733-91.4% | $92,985-90.0% | $154,746-94.0% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 17.95% | 30.39%-12.4pp | 27.99%-10.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,818 | $5,053-64.0% | $4,377-58.5% | $6,730-73.0% |
| Admin fee / account holder | $215 | $11,369-98.1% | $9,463-97.7% | $14,365-98.5% |