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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 | $13,030 | $140,592-90.7% | $123,105-89.4% | $125,389-89.6% |
| Participation rate | 20.0% | 88.2%-68.2pp | 86.8%-66.8pp | 83.2%-63.2pp |
| Annual return | -2.15% | 16.80%-18.9pp | 13.22%-15.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,947 | $6,980-57.8% | $6,229-52.7% | $5,352-44.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |