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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 | $15,585 | $146,267-89.3% | $197,124-92.1% | $82,448-81.1% |
| Participation rate | 67.9% | 84.0%-16.2pp | 86.7%-18.9pp | 68.1%-0.2pp |
| Annual return | 20.03% | 29.61%-9.6pp | 44.34%-24.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,525 | $7,035-49.9% | $9,135-61.4% | $4,139-14.8% |
| Admin fee / account holder | $100 | $14,422-99.3% | $16,298-99.4% | $7,234-98.6% |