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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 | $8,748 | $72,492-87.9% | $87,102-90.0% | $72,983-88.0% |
| Participation rate | 54.8% | 72.8%-18.0pp | 76.9%-22.0pp | 69.5%-14.6pp |
| Annual return | 24.87% | 24.46%+0.4pp | 28.19%-3.3pp | 81.01%-56.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,712 | $3,270-47.6% | $4,048-57.7% | $3,608-52.5% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |