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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 | $21,601 | $60,349-64.2% | $74,184-70.9% | $62,881-65.6% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 6.43% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4 | $1,680-99.8% | $2,370-99.8% | $2,281-99.8% |
| Participant deferral / active EE | $1,406 | $2,856-50.8% | $3,550-60.4% | $3,203-56.1% |
| Admin fee / account holder | $29 | $4,261-99.3% | $5,586-99.5% | $4,296-99.3% |