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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 | $15,158 | $98,240-84.6% | $82,312-81.6% | $147,586-89.7% |
| Participation rate | 30.8% | 79.7%-49.0pp | 76.9%-46.1pp | 82.8%-52.1pp |
| Annual return | 21.13% | 30.85%-9.7pp | 25.88%-4.8pp | 578.59%-557.5pp |
| Employer contribution / active EE | $472 | $3,192-85.2% | $2,428-80.5% | $4,876-90.3% |
| Participant deferral / active EE | $1,384 | $4,383-68.4% | $3,706-62.6% | $5,439-74.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |