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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 | $104,098-87.5% | $140,514-90.7% | $94,015-86.1% |
| Participation rate | 51.5% | 73.7%-22.2pp | 77.8%-26.3pp | 70.8%-19.3pp |
| Annual return | 35.17% | 15.14%+20.0pp | 14.36%+20.8pp | 17.84%+17.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,943 | $4,033-2.2% | $4,919-19.8% | $4,249-7.2% |
| Admin fee / account holder | $67 | $10,439-99.4% | $13,697-99.5% | $8,951-99.2% |