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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 | $13,133 | $85,171-84.6% | $172,752-92.4% | $72,975-82.0% |
| Participation rate | 25.7% | 70.1%-44.3pp | 82.6%-56.9pp | 69.5%-43.8pp |
| Annual return | 22.57% | 27.32%-4.8pp | 802.97%-780.4pp | 81.01%-58.4pp |
| Employer contribution / active EE | $325 | $3,324-90.2% | $5,144-93.7% | $2,440-86.7% |
| Participant deferral / active EE | $1,393 | $3,260-57.3% | $5,198-73.2% | $3,608-61.4% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |