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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 | $21,604 | $60,349-64.2% | $74,184-70.9% | $62,881-65.6% |
| Participation rate | 37.7% | 72.7%-35.0pp | 76.6%-38.9pp | 69.3%-31.6pp |
| Annual return | 14.84% | 21.38%-6.5pp | 17.74%-2.9pp | 20.14%-5.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,894 | $2,856-33.7% | $3,550-46.6% | $3,203-40.9% |
| Admin fee / account holder | $96 | $4,261-97.8% | $5,586-98.3% | $4,296-97.8% |