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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 | $100,194-87.0% | $122,979-89.4% | $86,983-85.0% |
| Participation rate | 51.5% | 73.0%-21.5pp | 77.2%-25.7pp | 69.5%-18.0pp |
| Annual return | 35.17% | 16.47%+18.7pp | 20.12%+15.1pp | 25.83%+9.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,943 | $4,133-4.6% | $5,003-21.2% | $4,194-6.0% |
| Admin fee / account holder | $67 | $10,148-99.3% | $12,864-99.5% | $7,856-99.1% |