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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 | $13,406 | $113,338-88.2% | $94,993-85.9% | $147,586-90.9% |
| Participation rate | 62.5% | 78.0%-15.5pp | 73.9%-11.4pp | 82.8%-20.3pp |
| Annual return | 30.62% | 20.80%+9.8pp | 27.14%+3.5pp | 578.59%-548.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $536 | $3,777-85.8% | $3,317-83.8% | $5,439-90.1% |
| Admin fee / account holder | $190 | $6,063-96.9% | $4,960-96.2% | $10,886-98.3% |