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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 | $10,605 | $72,027-85.3% | $185,835-94.3% | $79,852-86.7% |
| Participation rate | 31.4% | 65.8%-34.3pp | 78.0%-46.6pp | 69.6%-38.2pp |
| Annual return | 26.11% | 23.13%+3.0pp | 35.96%-9.9pp | 31.72%-5.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,180 | $3,780-42.3% | $5,633-61.3% | $3,740-41.7% |
| Admin fee / account holder | $79 | $4,513-98.3% | $9,502-99.2% | $5,306-98.5% |