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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 | $11,572 | $109,359-89.4% | $162,185-92.9% | $72,976-84.1% |
| Participation rate | 52.5% | 84.3%-31.8pp | 87.6%-35.1pp | 69.5%-17.0pp |
| Annual return | 30.98% | 25.46%+5.5pp | 115.61%-84.6pp | 81.02%-50.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,648 | $5,481-51.7% | $7,297-63.7% | $3,608-26.6% |
| Admin fee / account holder | $123 | $7,972-98.5% | $10,844-98.9% | $5,124-97.6% |