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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 | $12,408 | $86,940-85.7% | $102,434-87.9% | $80,935-84.7% |
| Participation rate | 24.0% | 72.4%-48.4pp | 76.5%-52.5pp | 67.7%-43.7pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,360 | $4,121-18.5% | $5,055-33.5% | $4,299-21.9% |
| Admin fee / account holder | $40 | $8,047-99.5% | $9,462-99.6% | $6,924-99.4% |