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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 | $9,539 | $77,638-87.7% | $156,551-93.9% | $62,881-84.8% |
| Participation rate | 38.0% | 71.2%-33.2pp | 84.0%-46.0pp | 69.3%-31.3pp |
| Annual return | 27.21% | 50.33%-23.1pp | 32.23%-5.0pp | 20.14%+7.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,829 | $3,046-7.1% | $4,871-41.9% | $3,203-11.7% |
| Admin fee / account holder | $81 | $5,561-98.5% | $13,028-99.4% | $4,296-98.1% |