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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 | $11,245 | $98,776-88.6% | $149,745-92.5% | $79,856-85.9% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.5%-18.5pp | 69.6%-5.6pp |
| Annual return | 23.37% | 27.38%-4.0pp | 276.72%-253.3pp | 31.71%-8.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,624 | $5,681-53.8% | $6,843-61.6% | $3,741-29.8% |
| Admin fee / account holder | $254 | $6,053-95.8% | $9,312-97.3% | $5,306-95.2% |