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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 | $8,885 | $123,155-92.8% | $108,753-91.8% | $155,188-94.3% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 12.37% | 44.73%-32.4pp | 37.47%-25.1pp | 148.84%-136.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,554 | $4,623-66.4% | $4,115-62.2% | $6,531-76.2% |
| Admin fee / account holder | $73 | $12,126-99.4% | $10,320-99.3% | $14,480-99.5% |