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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 | $5,077 | $78,705-93.5% | $117,857-95.7% | $70,131-92.8% |
| Participation rate | 63.0% | 73.2%-10.2pp | 79.7%-16.7pp | 69.5%-6.6pp |
| Annual return | 25.13% | 23.30%+1.8pp | 335.09%-310.0pp | 73.14%-48.0pp |
| Employer contribution / active EE | $461 | $2,223-79.3% | $3,786-87.8% | $2,342-80.3% |
| Participant deferral / active EE | $1,689 | $3,297-48.8% | $4,482-62.3% | $3,332-49.3% |
| Admin fee / account holder | $27 | $5,065-99.5% | $8,020-99.7% | $4,645-99.4% |