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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 | $6,783 | $77,638-91.3% | $156,551-95.7% | $62,881-89.2% |
| Participation rate | 33.3% | 71.2%-37.9pp | 84.0%-50.7pp | 69.3%-36.0pp |
| Annual return | 20.05% | 50.33%-30.3pp | 32.23%-12.2pp | 20.14%-0.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,345 | $3,046-55.8% | $4,871-72.4% | $3,203-58.0% |
| Admin fee / account holder | $138 | $5,561-97.5% | $13,028-98.9% | $4,296-96.8% |