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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 | $16,498 | $96,558-82.9% | $80,977-79.6% | $273,972-94.0% |
| Participation rate | 42.9% | 79.1%-36.2pp | 75.8%-33.0pp | 83.0%-40.2pp |
| Annual return | 4.79% | 15.14%-10.4pp | 17.11%-12.3pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,676 | $6,598-59.4% | $5,696-53.0% | $5,287-49.4% |
| Admin fee / account holder | $224 | $7,493-97.0% | $5,517-95.9% | $10,133-97.8% |