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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 | $18,489 | $78,428-76.4% | $95,960-80.7% | $79,852-76.8% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 17.24% | 19.37%-2.1pp | 91.63%-74.4pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,595 | $3,440-24.6% | $4,167-37.7% | $3,740-30.6% |
| Admin fee / account holder | $292 | $5,622-94.8% | $6,797-95.7% | $5,306-94.5% |