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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 | $10,112 | $99,875-89.9% | $146,866-93.1% | $86,983-88.4% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.5%-16.7pp | 69.5%-3.8pp |
| Annual return | 32.68% | 28.10%+4.6pp | 102.85%-70.2pp | 25.83%+6.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,099 | $6,322-51.0% | $7,759-60.1% | $4,194-26.1% |
| Admin fee / account holder | $268 | $7,838-96.6% | $13,620-98.0% | $7,856-96.6% |