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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 | $5,685 | $84,236-93.3% | $170,435-96.7% | $70,126-91.9% |
| Participation rate | 28.3% | 70.8%-42.5pp | 83.6%-55.3pp | 69.5%-41.2pp |
| Annual return | 32.75% | 23.06%+9.7pp | 205.94%-173.2pp | 73.15%-40.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $965 | $3,086-68.7% | $4,939-80.5% | $3,332-71.0% |
| Admin fee / account holder | $155 | $5,698-97.3% | $13,881-98.9% | $4,645-96.7% |