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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 | $20,951 | $115,931-81.9% | $185,441-88.7% | $86,983-75.9% |
| Participation rate | 61.1% | 73.6%-12.5pp | 80.3%-19.2pp | 69.5%-8.4pp |
| Annual return | 19.10% | 21.47%-2.4pp | 20.16%-1.1pp | 25.83%-6.7pp |
| Employer contribution / active EE | $204 | $2,937-93.1% | $4,672-95.6% | $2,584-92.1% |
| Participant deferral / active EE | $2,894 | $4,551-36.4% | $6,152-53.0% | $4,194-31.0% |
| Admin fee / account holder | $249 | $10,687-97.7% | $17,890-98.6% | $7,856-96.8% |