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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 | $6,807 | $135,956-95.0% | $123,894-94.5% | $273,972-97.5% |
| Participation rate | 58.8% | 84.1%-25.2pp | 81.4%-22.6pp | 83.0%-24.2pp |
| Annual return | 14.08% | 56.63%-42.6pp | 47.52%-33.4pp | 41.46%-27.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,389 | $6,343-62.3% | $5,984-60.1% | $5,287-54.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |