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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 | $12,051 | $127,273-90.5% | $109,895-89.0% | $167,518-92.8% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.2%-5.5pp | 82.1%-13.4pp |
| Annual return | 13.11% | 22.97%-9.9pp | 29.46%-16.4pp | 478.71%-465.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,161 | $4,515-52.1% | $4,049-46.6% | $6,342-65.9% |
| Admin fee / account holder | $134 | $7,117-98.1% | $6,067-97.8% | $12,312-98.9% |