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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 | $14,585 | $53,774-72.9% | $134,162-89.1% | $79,856-81.7% |
| Participation rate | 30.2% | 58.8%-28.6pp | 72.2%-42.0pp | 69.6%-39.5pp |
| Annual return | 33.25% | 19.01%+14.2pp | 36.35%-3.1pp | 31.71%+1.5pp |
| Employer contribution / active EE | $61 | $1,322-95.4% | $3,705-98.4% | $2,471-97.5% |
| Participant deferral / active EE | $1,370 | $2,420-43.4% | $3,500-60.8% | $3,741-63.4% |
| Admin fee / account holder | $0 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |