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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 | $25,206 | $91,559-72.5% | $133,978-81.2% | $79,856-68.4% |
| Participation rate | 6.0% | 73.3%-67.4pp | 79.8%-73.9pp | 69.6%-63.7pp |
| Annual return | 17.72% | 61.85%-44.1pp | 45.10%-27.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $414 | $2,384-82.6% | $3,919-89.4% | $2,471-83.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |