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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 | $14,513 | $78,428-81.5% | $95,960-84.9% | $79,852-81.8% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 16.96% | 19.37%-2.4pp | 91.63%-74.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,536 | $3,440-26.3% | $4,167-39.1% | $3,740-32.2% |
| Admin fee / account holder | $14 | $5,622-99.7% | $6,797-99.8% | $5,306-99.7% |