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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 | $10,744 | $84,236-87.2% | $170,435-93.7% | $70,126-84.7% |
| Participation rate | 37.2% | 70.8%-33.6pp | 83.6%-46.4pp | 69.5%-32.3pp |
| Annual return | 26.90% | 23.06%+3.8pp | 205.94%-179.0pp | 73.15%-46.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,032 | $3,086-66.6% | $4,939-79.1% | $3,332-69.0% |
| Admin fee / account holder | $49 | $5,698-99.1% | $13,881-99.6% | $4,645-98.9% |