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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 | $31,583 | $167,415-81.1% | $140,514-77.5% | $198,609-84.1% |
| Participation rate | 42.9% | 80.9%-38.0pp | 77.8%-34.9pp | 82.4%-39.5pp |
| Annual return | 17.39% | 13.85%+3.5pp | 14.36%+3.0pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,582 | $5,579-53.7% | $4,919-47.5% | $6,977-63.0% |
| Admin fee / account holder | $130 | $16,730-99.2% | $13,697-99.1% | $19,030-99.3% |