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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 | $2,137 | $76,834-97.2% | $108,359-98.0% | $87,485-97.6% |
| Participation rate | 67.5% | 61.7%+5.8pp | 70.1%-2.6pp | 68.9%-1.4pp |
| Annual return | 23.97% | 19.09%+4.9pp | 36.89%-12.9pp | 26.06%-2.1pp |
| Employer contribution / active EE | $1 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,272 | $3,100-59.0% | $4,137-69.3% | $4,274-70.2% |
| Admin fee / account holder | $219 | $6,537-96.7% | $9,741-97.8% | $7,775-97.2% |