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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 | $3,657 | $56,894-93.6% | $84,753-95.7% | $62,881-94.2% |
| Participation rate | 61.7% | 68.5%-6.8pp | 76.6%-14.9pp | 69.3%-7.6pp |
| Annual return | 29.08% | 6.30%+22.8pp | 22.78%+6.3pp | 20.14%+8.9pp |
| Employer contribution / active EE | $314 | $2,400-86.9% | $3,574-91.2% | $2,281-86.2% |
| Participant deferral / active EE | $1,763 | $2,709-34.9% | $3,712-52.5% | $3,203-45.0% |
| Admin fee / account holder | $88 | $3,581-97.5% | $5,333-98.3% | $4,296-97.9% |