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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 | $11,766 | $124,346-90.5% | $111,306-89.4% | $167,553-93.0% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 11.59% | 37.46%-25.9pp | 54.67%-43.1pp | 478.89%-467.3pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,905 | $5,182-63.2% | $4,488-57.5% | $6,343-70.0% |
| Admin fee / account holder | $160 | $10,623-98.5% | $7,966-98.0% | $12,316-98.7% |