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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 | $18,748 | $57,108-67.2% | $94,229-80.1% | $52,331-64.2% |
| Participation rate | 40.6% | 72.9%-32.3pp | 78.8%-38.1pp | 68.1%-27.5pp |
| Annual return | -0.17% | 1.47%-1.6pp | 10.68%-10.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,788 | $3,040-41.2% | $4,320-58.6% | $3,022-40.8% |
| Admin fee / account holder | $293 | $546-46.3% | $6,269-95.3% | $592-50.4% |