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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 | $7,639 | $51,708-85.2% | $106,619-92.8% | $62,881-87.9% |
| Participation rate | 36.1% | 66.9%-30.8pp | 78.0%-41.9pp | 69.3%-33.2pp |
| Annual return | 5.81% | 4.69%+1.1pp | 9.42%-3.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $4 | $1,764-99.8% | $3,947-99.9% | $2,281-99.8% |
| Participant deferral / active EE | $937 | $2,315-59.6% | $3,930-76.2% | $3,203-70.8% |
| Admin fee / account holder | $14 | $3,349-99.6% | $6,418-99.8% | $4,296-99.7% |