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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 | $17,238 | $80,983-78.7% | $96,544-82.1% | $75,177-77.1% |
| Participation rate | 43.7% | 71.8%-28.1pp | 76.0%-32.3pp | 67.2%-23.5pp |
| Annual return | 25.97% | 27.05%-1.1pp | 25.88%+0.1pp | 160.75%-134.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,254-100.0% | $5,651-100.0% |