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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 | $12,841 | $84,236-84.8% | $170,439-92.5% | $70,124-81.7% |
| Participation rate | 31.7% | 70.8%-39.1pp | 83.6%-51.9pp | 69.5%-37.8pp |
| Annual return | 15.83% | 23.06%-7.2pp | 205.94%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $968 | $3,086-68.6% | $4,939-80.4% | $3,332-71.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |