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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 | $8,863 | $47,848-81.5% | $81,473-89.1% | $70,126-87.4% |
| Participation rate | 53.8% | 58.3%-4.4pp | 68.0%-14.1pp | 69.5%-15.7pp |
| Annual return | 28.58% | 27.25%+1.3pp | 38.78%-10.2pp | 73.15%-44.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,204 | $2,453-10.2% | $3,537-37.7% | $3,332-33.9% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |