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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 | $10,207 | $65,712-84.5% | $57,196-82.2% | $273,972-96.3% |
| Participation rate | 35.3% | 78.3%-43.0pp | 75.3%-40.0pp | 83.0%-47.7pp |
| Annual return | 18.00% | 22.01%-4.0pp | 14.59%+3.4pp | 41.46%-23.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,724 | $3,782-54.4% | $3,096-44.3% | $5,287-67.4% |
| Admin fee / account holder | $138 | $4,838-97.1% | $3,141-95.6% | $10,133-98.6% |