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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 | $8,148 | $76,551-89.4% | $123,894-93.4% | $62,881-87.0% |
| Participation rate | 28.6% | 73.0%-44.4pp | 81.4%-52.8pp | 69.3%-40.7pp |
| Annual return | 9.22% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,122 | $4,840-56.2% | $5,984-64.5% | $3,203-33.8% |
| Admin fee / account holder | $109 | $4,826-97.7% | $8,357-98.7% | $4,296-97.5% |