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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 | $5,572 | $93,346-94.0% | $71,796-92.2% | $273,972-98.0% |
| Participation rate | 47.6% | 76.5%-28.9pp | 69.1%-21.5pp | 83.0%-35.4pp |
| Annual return | 9.12% | 130.39%-121.3pp | 78.04%-68.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,104 | $3,475-68.2% | $2,794-60.5% | $5,287-79.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |