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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 | $11,458 | $67,602-83.1% | $82,312-86.1% | $70,126-83.7% |
| Participation rate | 34.6% | 72.8%-38.2pp | 76.9%-42.3pp | 69.5%-34.9pp |
| Annual return | 24.18% | 21.57%+2.6pp | 25.88%-1.7pp | 73.15%-49.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,423 | $2,987-52.4% | $3,706-61.6% | $3,332-57.3% |
| Admin fee / account holder | $11 | $4,512-99.8% | $5,608-99.8% | $4,645-99.8% |