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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 | $30,828 | $97,550-68.4% | $120,344-74.4% | $87,485-64.8% |
| Participation rate | 45.7% | 72.8%-27.1pp | 76.7%-31.0pp | 68.9%-23.2pp |
| Annual return | 20.52% | 18.41%+2.1pp | 20.30%+0.2pp | 26.06%-5.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,486 | $4,230-41.2% | $5,135-51.6% | $4,274-41.8% |
| Admin fee / account holder | $255 | $9,543-97.3% | $12,742-98.0% | $7,775-96.7% |