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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 | $16,976 | $96,558-82.4% | $80,977-79.0% | $273,972-93.8% |
| Participation rate | 45.5% | 79.1%-33.6pp | 75.8%-30.4pp | 83.0%-37.6pp |
| Annual return | 4.30% | 15.14%-10.8pp | 17.11%-12.8pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,939 | $6,598-70.6% | $5,696-66.0% | $5,287-63.3% |
| Admin fee / account holder | $195 | $7,493-97.4% | $5,517-96.5% | $10,133-98.1% |