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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 | $5,659 | $43,075-86.9% | $74,577-92.4% | $62,881-91.0% |
| Participation rate | 33.3% | 58.1%-24.7pp | 68.1%-34.8pp | 69.3%-36.0pp |
| Annual return | 10.66% | 17.50%-6.8pp | 20.47%-9.8pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,252 | $2,389-47.6% | $3,458-63.8% | $3,203-60.9% |
| Admin fee / account holder | $24 | $2,840-99.1% | $4,138-99.4% | $4,296-99.4% |