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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 | $18,420 | $86,949-78.8% | $102,460-82.0% | $80,959-77.2% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.5pp | 67.7%-3.7pp |
| Annual return | 74.13% | 18.89%+55.2pp | 29.47%+44.7pp | 35.67%+38.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,906 | $4,121-53.8% | $5,056-62.3% | $4,300-55.7% |
| Admin fee / account holder | $231 | $8,048-97.1% | $9,460-97.6% | $6,925-96.7% |