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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 | $23,994 | $91,559-73.8% | $133,971-82.1% | $79,852-70.0% |
| Participation rate | 23.3% | 73.3%-50.0pp | 79.8%-56.5pp | 69.6%-46.3pp |
| Annual return | 26.50% | 61.85%-35.4pp | 45.09%-18.6pp | 31.72%-5.2pp |
| Employer contribution / active EE | $305 | $2,384-87.2% | $3,919-92.2% | $2,471-87.6% |
| Participant deferral / active EE | $2,044 | $3,734-45.3% | $5,047-59.5% | $3,740-45.4% |
| Admin fee / account holder | $32 | $6,321-99.5% | $8,929-99.6% | $5,306-99.4% |