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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 | $8,545 | $76,371-88.8% | $93,621-90.9% | $72,975-88.3% |
| Participation rate | 46.2% | 71.8%-25.6pp | 75.8%-29.7pp | 69.5%-23.3pp |
| Annual return | 27.79% | 25.82%+2.0pp | 32.76%-5.0pp | 81.01%-53.2pp |
| Employer contribution / active EE | $288 | $2,276-87.4% | $2,719-89.4% | $2,440-88.2% |
| Participant deferral / active EE | $1,875 | $3,538-47.0% | $4,070-53.9% | $3,608-48.0% |
| Admin fee / account holder | $104 | $6,839-98.5% | $7,890-98.7% | $5,124-98.0% |