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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 | $6,782 | $39,132-82.7% | $57,196-88.1% | $62,881-89.2% |
| Participation rate | 41.0% | 70.5%-29.5pp | 75.3%-34.3pp | 69.3%-28.3pp |
| Annual return | 4.05% | 9.24%-5.2pp | 14.59%-10.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $895 | $2,374-62.3% | $3,096-71.1% | $3,203-72.1% |
| Admin fee / account holder | $196 | $2,594-92.4% | $3,141-93.8% | $4,296-95.4% |