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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 | $13,195 | $60,349-78.1% | $74,184-82.2% | $62,881-79.0% |
| Participation rate | 63.2% | 72.7%-9.5pp | 76.6%-13.4pp | 69.3%-6.1pp |
| Annual return | 8.09% | 21.38%-13.3pp | 17.74%-9.6pp | 20.14%-12.1pp |
| Employer contribution / active EE | $229 | $1,680-86.3% | $2,370-90.3% | $2,281-89.9% |
| Participant deferral / active EE | $1,314 | $2,856-54.0% | $3,550-63.0% | $3,203-59.0% |
| Admin fee / account holder | $143 | $4,261-96.6% | $5,586-97.4% | $4,296-96.7% |