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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 | $8,545 | $84,236-89.9% | $170,435-95.0% | $70,126-87.8% |
| Participation rate | 30.4% | 70.8%-40.4pp | 83.6%-53.2pp | 69.5%-39.1pp |
| Annual return | 14.02% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $939 | $3,086-69.6% | $4,939-81.0% | $3,332-71.8% |
| Admin fee / account holder | $279 | $5,698-95.1% | $13,881-98.0% | $4,645-94.0% |