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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 | $12,266 | $117,846-89.6% | $102,434-88.0% | $145,884-91.6% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.61% | 31.90%-22.3pp | 29.46%-19.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,653 | $5,733-53.7% | $5,055-47.5% | $6,690-60.3% |
| Admin fee / account holder | $159 | $13,356-98.8% | $9,462-98.3% | $13,392-98.8% |