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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 | $9,808 | $45,079-78.2% | $69,461-85.9% | $72,983-86.6% |
| Participation rate | 62.5% | 68.5%-6.0pp | 74.6%-12.1pp | 69.5%-7.0pp |
| Annual return | 5.87% | 22.65%-16.8pp | 28.97%-23.1pp | 81.01%-75.1pp |
| Employer contribution / active EE | $306 | $2,055-85.1% | $2,779-89.0% | $2,440-87.5% |
| Participant deferral / active EE | $1,477 | $2,603-43.2% | $3,536-58.2% | $3,608-59.0% |
| Admin fee / account holder | $223 | $3,056-92.7% | $3,840-94.2% | $5,124-95.7% |