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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 | $7,494 | $77,638-90.3% | $156,551-95.2% | $62,881-88.1% |
| Participation rate | 51.1% | 71.2%-20.1pp | 84.0%-32.9pp | 69.3%-18.2pp |
| Annual return | 10.90% | 50.33%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $113 | $3,444-96.7% | $5,501-97.9% | $2,281-95.0% |
| Participant deferral / active EE | $1,026 | $3,046-66.3% | $4,871-78.9% | $3,203-68.0% |
| Admin fee / account holder | $135 | $5,561-97.6% | $13,028-99.0% | $4,296-96.9% |