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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 | $10,463 | $76,551-86.3% | $123,894-91.6% | $62,881-83.4% |
| Participation rate | 69.7% | 73.0%-3.3pp | 81.4%-11.7pp | 69.3%+0.4pp |
| Annual return | 9.88% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,507 | $4,840-48.2% | $5,984-58.1% | $3,203-21.7% |
| Admin fee / account holder | $56 | $4,826-98.8% | $8,357-99.3% | $4,296-98.7% |