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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 | $7,004 | $84,236-91.7% | $170,439-95.9% | $70,124-90.0% |
| Participation rate | 18.2% | 70.8%-52.6pp | 83.6%-65.4pp | 69.5%-51.4pp |
| Annual return | 14.25% | 23.06%-8.8pp | 205.94%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $258 | $3,387-92.4% | $5,433-95.2% | $2,342-89.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $81 | $5,698-98.6% | $13,881-99.4% | $4,645-98.3% |