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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 | $6,979 | $181,896-96.2% | $156,551-95.5% | $273,972-97.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 10.90% | 30.74%-19.8pp | 32.23%-21.3pp | 41.46%-30.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,563 | $5,550-53.8% | $4,871-47.4% | $5,287-51.5% |
| Admin fee / account holder | $287 | $15,560-98.2% | $13,028-97.8% | $10,133-97.2% |