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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 | $16,926 | $98,240-82.8% | $82,312-79.4% | $147,586-88.5% |
| Participation rate | 30.8% | 79.7%-49.0pp | 76.9%-46.1pp | 82.8%-52.1pp |
| Annual return | 24.03% | 30.85%-6.8pp | 25.88%-1.9pp | 578.59%-554.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,616 | $4,383-40.3% | $3,706-29.4% | $5,439-51.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |