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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 | $16,873 | $56,287-70.0% | $80,977-79.2% | $62,881-73.2% |
| Participation rate | 54.5% | 68.9%-14.4pp | 75.8%-21.3pp | 69.3%-14.8pp |
| Annual return | 7.62% | 22.13%-14.5pp | 17.11%-9.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,594 | $4,196-38.2% | $5,696-54.5% | $3,203-19.0% |
| Admin fee / account holder | $53 | $3,742-98.6% | $5,517-99.0% | $4,296-98.8% |