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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 | $11,390 | $76,371-85.1% | $93,621-87.8% | $72,976-84.4% |
| Participation rate | 57.1% | 71.8%-14.6pp | 75.8%-18.7pp | 69.5%-12.3pp |
| Annual return | 22.27% | 25.82%-3.5pp | 32.76%-10.5pp | 81.02%-58.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,874 | $3,538-47.0% | $4,070-53.9% | $3,608-48.0% |
| Admin fee / account holder | $109 | $6,839-98.4% | $7,890-98.6% | $5,124-97.9% |