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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 | $12,807 | $77,638-83.5% | $156,551-91.8% | $62,881-79.6% |
| Participation rate | 28.6% | 71.2%-42.6pp | 84.0%-55.4pp | 69.3%-40.7pp |
| Annual return | 17.07% | 50.33%-33.3pp | 32.23%-15.2pp | 20.14%-3.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,968 | $3,046-35.4% | $4,871-59.6% | $3,203-38.5% |
| Admin fee / account holder | $58 | $5,561-99.0% | $13,028-99.6% | $4,296-98.6% |