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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 | $5,347 | $63,082-91.5% | $81,716-93.5% | $79,852-93.3% |
| Participation rate | 45.3% | 67.5%-22.2pp | 72.0%-26.7pp | 69.6%-24.3pp |
| Annual return | 26.73% | 22.66%+4.1pp | 29.49%-2.8pp | 31.72%-5.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,310 | $2,780-52.9% | $7,108-81.6% | $3,740-65.0% |
| Admin fee / account holder | $188 | $4,428-95.8% | $5,159-96.4% | $5,306-96.5% |