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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 | $13,028 | $95,453-86.4% | $112,040-88.4% | $82,448-84.2% |
| Participation rate | 51.5% | 72.8%-21.2pp | 76.5%-25.0pp | 68.1%-16.6pp |
| Annual return | 35.17% | 23.92%+11.2pp | 24.52%+10.6pp | 41.64%-6.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,943 | $4,224-6.6% | $5,098-22.6% | $4,139-4.7% |
| Admin fee / account holder | $67 | $9,013-99.3% | $12,098-99.4% | $7,234-99.1% |