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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 | $7,701 | $60,349-87.2% | $74,184-89.6% | $62,881-87.8% |
| Participation rate | 27.5% | 72.7%-45.2pp | 76.6%-49.1pp | 69.3%-41.8pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,040 | $2,856-28.6% | $3,550-42.5% | $3,203-36.3% |
| Admin fee / account holder | $35 | $4,261-99.2% | $5,586-99.4% | $4,296-99.2% |