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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 | $10,622 | $65,704-83.8% | $94,229-88.7% | $59,633-82.2% |
| Participation rate | 65.4% | 72.1%-6.7pp | 78.8%-13.4pp | 68.7%-3.3pp |
| Annual return | 2.56% | 5.22%-2.7pp | 10.68%-8.1pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,548 | $3,143-50.7% | $4,320-64.2% | $3,192-51.5% |
| Admin fee / account holder | $204 | $4,265-95.2% | $6,269-96.7% | $4,297-95.2% |