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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 | $9,090 | $83,485-89.1% | $125,180-92.7% | $72,983-87.5% |
| Participation rate | 67.6% | 73.3%-5.7pp | 79.8%-12.1pp | 69.5%-1.8pp |
| Annual return | 23.33% | 25.78%-2.5pp | 43.79%-20.5pp | 81.01%-57.7pp |
| Employer contribution / active EE | $163 | $2,346-93.1% | $3,866-95.8% | $2,440-93.3% |
| Participant deferral / active EE | $1,841 | $3,586-48.7% | $4,937-62.7% | $3,608-49.0% |
| Admin fee / account holder | $147 | $5,518-97.3% | $9,703-98.5% | $5,124-97.1% |