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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 | $6,164 | $52,580-88.3% | $71,671-91.4% | $70,126-91.2% |
| Participation rate | 57.7% | 60.9%-3.2pp | 68.7%-11.1pp | 69.5%-11.8pp |
| Annual return | 22.63% | 20.25%+2.4pp | 20.65%+2.0pp | 73.15%-50.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,971 | $2,386-17.4% | $3,438-42.7% | $3,332-40.8% |
| Admin fee / account holder | $28 | $3,653-99.2% | $5,558-99.5% | $4,645-99.4% |