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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 | $12,305 | $107,666-88.6% | $102,184-88.0% | $154,746-92.0% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.6%-20.1pp | 80.7%-18.2pp |
| Annual return | 19.44% | 29.33%-9.9pp | 31.58%-12.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,659 | $8,719-23.6% | $8,309-19.9% | $6,730-1.1% |
| Admin fee / account holder | $122 | $12,943-99.1% | $11,609-99.0% | $14,365-99.2% |