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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 | $13,021 | $72,177-82.0% | $115,038-88.7% | $59,633-78.2% |
| Participation rate | 53.3% | 72.6%-19.2pp | 81.4%-28.0pp | 68.7%-15.3pp |
| Annual return | 7.83% | 12.02%-4.2pp | 26.14%-18.3pp | 2041.45%-2033.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,000 | $4,783-37.3% | $6,026-50.2% | $3,192-6.0% |
| Admin fee / account holder | $289 | $4,927-94.1% | $8,175-96.5% | $4,297-93.3% |