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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 | $2,674 | $48,078-94.4% | $78,676-96.6% | $62,881-95.7% |
| Participation rate | 45.8% | 65.2%-19.4pp | 73.6%-27.8pp | 69.3%-23.5pp |
| Annual return | 16.45% | 31.36%-14.9pp | 62.19%-45.7pp | 20.14%-3.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $986 | $2,587-61.9% | $3,517-72.0% | $3,203-69.2% |
| Admin fee / account holder | $49 | $3,206-98.5% | $4,510-98.9% | $4,296-98.9% |