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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 | $15,024 | $46,877-68.0% | $122,354-87.7% | $70,126-78.6% |
| Participation rate | 43.9% | 58.2%-14.3pp | 71.6%-27.7pp | 69.5%-25.6pp |
| Annual return | 16.87% | 24.22%-7.4pp | 30.28%-13.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,548 | $2,167-28.6% | $3,287-52.9% | $3,332-53.5% |
| Admin fee / account holder | $106 | $3,324-96.8% | $5,479-98.1% | $4,645-97.7% |