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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 | $6,053 | $106,974-94.3% | $90,796-93.3% | $138,895-95.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 23.03% | 20.10%+2.9pp | 19.29%+3.7pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,793 | $4,455-37.3% | $3,822-26.9% | $6,396-56.3% |
| Admin fee / account holder | $36 | $8,626-99.6% | $7,024-99.5% | $12,562-99.7% |