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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 | $10,395 | $48,078-78.4% | $78,676-86.8% | $62,881-83.5% |
| Participation rate | 37.1% | 65.2%-28.1pp | 73.6%-36.4pp | 69.3%-32.2pp |
| Annual return | 24.70% | 31.36%-6.7pp | 62.19%-37.5pp | 20.14%+4.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,019 | $2,587-60.6% | $3,517-71.0% | $3,203-68.2% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |