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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 | $27,224 | $167,415-83.7% | $140,514-80.6% | $198,609-86.3% |
| Participation rate | 57.1% | 80.9%-23.7pp | 77.8%-20.7pp | 82.4%-25.2pp |
| Annual return | 24.58% | 13.85%+10.7pp | 14.36%+10.2pp | 202.70%-178.1pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,629 | $5,579-17.0% | $4,919-5.9% | $6,977-33.7% |
| Admin fee / account holder | $155 | $16,730-99.1% | $13,697-98.9% | $19,030-99.2% |