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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 | $10,802 | $63,845-83.1% | $81,370-86.7% | $80,959-86.7% |
| Participation rate | 69.7% | 63.9%+5.9pp | 69.5%+0.2pp | 67.7%+2.1pp |
| Annual return | 12.53% | 16.37%-3.8pp | 24.85%-12.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,873 | $3,093-39.4% | $3,885-51.8% | $4,300-56.4% |
| Admin fee / account holder | $22 | $5,688-99.6% | $5,749-99.6% | $6,925-99.7% |