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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 | $11,115 | $63,346-82.5% | $92,239-88.0% | $70,124-84.2% |
| Participation rate | 29.4% | 68.7%-39.3pp | 76.5%-47.1pp | 69.5%-40.1pp |
| Annual return | 20.38% | 530.19%-509.8pp | 176.29%-155.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,377 | $2,854-51.8% | $3,897-64.7% | $3,332-58.7% |
| Admin fee / account holder | $217 | $3,841-94.3% | $5,194-95.8% | $4,645-95.3% |