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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 | $15,723 | $65,961-76.2% | $180,320-91.3% | $94,015-83.3% |
| Participation rate | 24.2% | 61.3%-37.0pp | 71.5%-47.3pp | 70.8%-46.6pp |
| Annual return | 19.30% | 14.27%+5.0pp | 778.54%-759.2pp | 17.84%+1.5pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,869 | $3,003-37.8% | $4,304-56.6% | $4,249-56.0% |
| Admin fee / account holder | $183 | $4,901-96.3% | $10,000-98.2% | $8,951-98.0% |