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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 | $28,534 | $78,707-63.7% | $117,861-75.8% | $70,126-59.3% |
| Participation rate | 20.6% | 73.2%-52.6pp | 79.7%-59.0pp | 69.5%-48.9pp |
| Annual return | 21.15% | 23.30%-2.2pp | 335.11%-314.0pp | 73.15%-52.0pp |
| Employer contribution / active EE | $87 | $2,223-96.1% | $3,786-97.7% | $2,343-96.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $242 | $5,066-95.2% | $8,021-97.0% | $4,645-94.8% |