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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 | $12,539 | $78,682-84.1% | $109,188-88.5% | $85,851-85.4% |
| Participation rate | 68.0% | 68.3%-0.3pp | 75.9%-7.9pp | 69.3%-1.3pp |
| Annual return | 33.38% | 25.09%+8.3pp | 25.76%+7.6pp | 318.63%-285.3pp |
| Employer contribution / active EE | $180 | $2,734-93.4% | $3,723-95.2% | $2,565-93.0% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $66 | $5,470-98.8% | $6,755-99.0% | $6,261-98.9% |