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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 | $15,258 | $64,359-76.3% | $90,161-83.1% | $70,126-78.2% |
| Participation rate | 43.5% | 70.4%-27.0pp | 76.9%-33.4pp | 69.5%-26.1pp |
| Annual return | 39.91% | 28.13%+11.8pp | 34.89%+5.0pp | 73.15%-33.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,819 | $4,389-58.6% | $5,287-65.6% | $3,332-45.4% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |