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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 | $8,560 | $45,050-81.0% | $63,018-86.4% | $70,126-87.8% |
| Participation rate | 36.4% | 69.5%-33.1pp | 74.8%-38.4pp | 69.5%-33.2pp |
| Annual return | 24.26% | 18.76%+5.5pp | 87.62%-63.4pp | 73.15%-48.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,086 | $2,466-56.0% | $3,330-67.4% | $3,332-67.4% |
| Admin fee / account holder | $49 | $2,834-98.3% | $3,601-98.7% | $4,645-99.0% |