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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 | $16,171 | $147,556-89.0% | $129,031-87.5% | $198,609-91.9% |
| Participation rate | 44.4% | 77.2%-32.8pp | 73.4%-28.9pp | 82.4%-37.9pp |
| Annual return | 26.08% | 37.41%-11.3pp | 34.67%-8.6pp | 202.70%-176.6pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,016 | $5,760-47.6% | $5,217-42.2% | $6,977-56.8% |
| Admin fee / account holder | $140 | $15,467-99.1% | $13,208-98.9% | $19,030-99.3% |