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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 | $13,355 | $106,923-87.5% | $84,023-84.1% | $152,909-91.3% |
| Participation rate | 43.8% | 75.3%-31.5pp | 69.0%-25.3pp | 82.5%-38.7pp |
| Annual return | 19.13% | 105.02%-85.9pp | 71.32%-52.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,286 | $4,013-68.0% | $3,239-60.3% | $5,851-78.0% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |