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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 | $7,554 | $113,315-93.3% | $97,450-92.2% | $286,788-97.4% |
| Participation rate | 66.7% | 50.9%+15.8pp | 41.9%+24.7pp | 37.6%+29.0pp |
| Annual return | 2.25% | 7.90%-5.7pp | 10.56%-8.3pp | 9.30%-7.0pp |
| Employer contribution / active EE | $344 | $35,629-99.0% | $28,542-98.8% | $43,748-99.2% |
| Participant deferral / active EE | $0 | $332-100.0% | $484-100.0% | $83-100.0% |
| Admin fee / account holder | $137 | $1,309-89.5% | $1,464-90.6% | $12,596-98.9% |