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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 | $10,766 | $76,551-85.9% | $123,894-91.3% | $62,881-82.9% |
| Participation rate | 31.4% | 73.0%-41.6pp | 81.4%-50.0pp | 69.3%-37.9pp |
| Annual return | 18.49% | 18.68%-0.2pp | 47.52%-29.0pp | 20.14%-1.7pp |
| Employer contribution / active EE | $1 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,101 | $4,840-35.9% | $5,984-48.2% | $3,203-3.2% |
| Admin fee / account holder | $40 | $4,826-99.2% | $8,357-99.5% | $4,296-99.1% |