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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 | $16,422 | $167,415-90.2% | $140,514-88.3% | $198,609-91.7% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 9.28% | 13.85%-4.6pp | 14.36%-5.1pp | 202.70%-193.4pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,307 | $5,579-58.7% | $4,919-53.1% | $6,977-66.9% |
| Admin fee / account holder | $271 | $16,730-98.4% | $13,697-98.0% | $19,030-98.6% |