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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 | $16,726 | $79,557-79.0% | $118,746-85.9% | $70,126-76.1% |
| Participation rate | 24.4% | 71.4%-46.9pp | 78.3%-53.8pp | 69.5%-45.1pp |
| Annual return | 15.44% | 25.64%-10.2pp | 24.54%-9.1pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,839 | $4,089-55.0% | $5,332-65.5% | $3,332-44.8% |
| Admin fee / account holder | $150 | $5,374-97.2% | $10,720-98.6% | $4,645-96.8% |