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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 | $10,506 | $123,155-91.5% | $108,753-90.3% | $155,188-93.2% |
| Participation rate | 41.2% | 75.6%-34.5pp | 71.1%-29.9pp | 80.8%-39.6pp |
| Annual return | 17.76% | 44.73%-27.0pp | 37.47%-19.7pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,364 | $4,623-70.5% | $4,115-66.9% | $6,531-79.1% |
| Admin fee / account holder | $197 | $12,126-98.4% | $10,320-98.1% | $14,480-98.6% |