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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 | $11,940 | $105,623-88.7% | $87,502-86.4% | $273,972-95.6% |
| Participation rate | 20.0% | 78.2%-58.2pp | 73.8%-53.8pp | 83.0%-63.0pp |
| Annual return | 6.11% | 12.26%-6.1pp | 12.21%-6.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $360 | $3,601-90.0% | $3,149-88.6% | $5,287-93.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |