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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 | $9,288 | $59,839-84.5% | $81,988-88.7% | $79,858-88.4% |
| Participation rate | 23.0% | 61.6%-38.7pp | 69.3%-46.3pp | 69.6%-46.7pp |
| Annual return | 28.41% | 17.56%+10.8pp | 41.31%-12.9pp | 31.72%-3.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,236 | $2,695-54.2% | $3,722-66.8% | $3,740-67.0% |
| Admin fee / account holder | $271 | $4,287-93.7% | $5,665-95.2% | $5,306-94.9% |