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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 | $17,425 | $86,949-80.0% | $102,460-83.0% | $80,959-78.5% |
| Participation rate | 41.9% | 72.4%-30.4pp | 76.5%-34.6pp | 67.7%-25.7pp |
| Annual return | 17.44% | 18.89%-1.5pp | 29.47%-12.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,206 | $4,121-22.2% | $5,056-36.6% | $4,300-25.4% |
| Admin fee / account holder | $27 | $8,048-99.7% | $9,460-99.7% | $6,925-99.6% |