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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 | $8,213 | $153,311-94.6% | $109,313-92.5% | $273,972-97.0% |
| Participation rate | 13.3% | 80.1%-66.8pp | 71.3%-57.9pp | 83.0%-69.7pp |
| Annual return | 13.31% | 29.86%-16.5pp | 22.07%-8.8pp | 41.46%-28.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $341 | $3,932-91.3% | $3,166-89.2% | $5,287-93.5% |
| Admin fee / account holder | $25 | $8,076-99.7% | $5,666-99.6% | $10,133-99.8% |