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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 | $8,736 | $48,078-81.8% | $78,676-88.9% | $62,881-86.1% |
| Participation rate | 53.3% | 65.2%-11.9pp | 73.6%-20.2pp | 69.3%-16.0pp |
| Annual return | 8.48% | 31.36%-22.9pp | 62.19%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,580 | $2,587-38.9% | $3,517-55.1% | $3,203-50.7% |
| Admin fee / account holder | $221 | $3,206-93.1% | $4,510-95.1% | $4,296-94.9% |