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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 | $13,521 | $115,903-88.3% | $100,528-86.5% | $158,966-91.5% |
| Participation rate | 26.3% | 81.6%-55.3pp | 79.4%-53.1pp | 82.0%-55.6pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,164 | $6,677-67.6% | $6,271-65.5% | $5,983-63.8% |
| Admin fee / account holder | $24 | $11,000-99.8% | $8,084-99.7% | $11,250-99.8% |