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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 | $9,673 | $111,830-91.4% | $93,696-89.7% | $145,884-93.4% |
| Participation rate | 38.1% | 74.2%-36.1pp | 68.7%-30.6pp | 80.3%-42.2pp |
| Annual return | 8.86% | 204.08%-195.2pp | 133.74%-124.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,776 | $4,920-63.9% | $4,417-59.8% | $6,690-73.5% |
| Admin fee / account holder | $247 | $10,249-97.6% | $8,287-97.0% | $13,392-98.2% |