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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 | $3,045 | $215,361-98.6% | $171,082-98.2% | $273,972-98.9% |
| Participation rate | 35.7% | 82.0%-46.3pp | 76.7%-41.0pp | 83.0%-47.3pp |
| Annual return | 3.83% | 25.14%-21.3pp | 32.56%-28.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $297 | $4,967-94.0% | $4,002-92.6% | $4,869-93.9% |
| Participant deferral / active EE | $808 | $5,543-85.4% | $4,797-83.2% | $5,287-84.7% |
| Admin fee / account holder | $96 | $10,846-99.1% | $8,520-98.9% | $10,133-99.1% |