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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 | $11,959 | $156,616-92.4% | $133,346-91.0% | $198,609-94.0% |
| Participation rate | 62.5% | 77.7%-15.2pp | 72.8%-10.3pp | 82.4%-19.9pp |
| Annual return | 21.80% | 44.25%-22.5pp | 36.85%-15.1pp | 202.70%-180.9pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,592 | $4,920-47.3% | $4,332-40.2% | $6,977-62.9% |
| Admin fee / account holder | $5 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |