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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 | $14,812 | $83,908-82.3% | $68,509-78.4% | $125,388-88.2% |
| Participation rate | 25.0% | 78.2%-53.2pp | 74.7%-49.7pp | 83.2%-58.2pp |
| Annual return | 2.50% | 14.48%-12.0pp | 8.27%-5.8pp | 282.24%-279.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,435 | $4,125-65.2% | $3,382-57.6% | $5,352-73.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |