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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 | $11,987 | $107,941-88.9% | $91,994-87.0% | $152,909-92.2% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 23.40% | 89.28%-65.9pp | 69.04%-45.6pp | 345.46%-322.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,800 | $6,366-56.0% | $5,924-52.7% | $5,851-52.1% |
| Admin fee / account holder | $78 | $10,521-99.3% | $7,744-99.0% | $11,601-99.3% |