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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 | $7,308 | $106,115-93.1% | $85,969-91.5% | $125,389-94.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 76.5%-16.5pp | 83.2%-23.2pp |
| Annual return | 26.25% | 13.93%+12.3pp | 9.32%+16.9pp | 282.24%-256.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,450 | $4,859-70.2% | $3,829-62.1% | $5,352-72.9% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |