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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 | $28,288 | $95,453-70.4% | $112,040-74.8% | $82,448-65.7% |
| Participation rate | 48.4% | 72.8%-24.3pp | 76.5%-28.1pp | 68.1%-19.6pp |
| Annual return | 20.87% | 23.92%-3.0pp | 24.52%-3.6pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,151 | $4,224-49.1% | $5,098-57.8% | $4,139-48.0% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |