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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 | $10,118 | $215,361-95.3% | $171,082-94.1% | $273,972-96.3% |
| Participation rate | 38.5% | 82.0%-43.6pp | 76.7%-38.2pp | 83.0%-44.6pp |
| Annual return | 17.63% | 25.14%-7.5pp | 32.56%-14.9pp | 41.46%-23.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,167 | $5,543-60.9% | $4,797-54.8% | $5,287-59.0% |
| Admin fee / account holder | $153 | $10,846-98.6% | $8,520-98.2% | $10,133-98.5% |