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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 | $10,466 | $105,929-90.1% | $81,716-87.2% | $158,966-93.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 13.63% | 38.19%-24.6pp | 29.49%-15.9pp | 302.95%-289.3pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $754 | $13,007-94.2% | $7,108-89.4% | $5,983-87.4% |
| Admin fee / account holder | $73 | $8,492-99.1% | $5,159-98.6% | $11,250-99.3% |