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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 | $10,113 | $157,829-93.6% | $136,867-92.6% | $198,609-94.9% |
| Participation rate | 27.8% | 77.2%-49.4pp | 74.5%-46.8pp | 82.4%-54.6pp |
| Annual return | 11.85% | 51.25%-39.4pp | 42.97%-31.1pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,557 | $5,463-53.2% | $4,924-48.1% | $6,977-63.3% |
| Admin fee / account holder | $7 | $11,107-99.9% | $10,340-99.9% | $19,030-100.0% |