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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 | $4,485 | $64,920-93.1% | $103,693-95.7% | $86,983-94.8% |
| Participation rate | 58.1% | 63.6%-5.5pp | 72.6%-14.6pp | 69.5%-11.5pp |
| Annual return | 21.00% | 30.29%-9.3pp | 47.61%-26.6pp | 25.83%-4.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,247 | $3,241-61.5% | $4,579-72.8% | $4,194-70.3% |
| Admin fee / account holder | $124 | $6,191-98.0% | $7,858-98.4% | $7,856-98.4% |