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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 | $24,588 | $65,703-62.6% | $94,228-73.9% | $59,633-58.8% |
| Participation rate | 55.3% | 72.1%-16.9pp | 78.8%-23.5pp | 68.7%-13.4pp |
| Annual return | 4.00% | 5.22%-1.2pp | 10.68%-6.7pp | 2041.40%-2037.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,057 | $3,143-34.6% | $4,320-52.4% | $3,192-35.6% |
| Admin fee / account holder | $138 | $4,264-96.8% | $6,269-97.8% | $4,297-96.8% |