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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 | $10,023 | $63,809-84.3% | $81,353-87.7% | $80,935-87.6% |
| Participation rate | 42.0% | 63.9%-21.9pp | 69.5%-27.5pp | 67.7%-25.7pp |
| Annual return | 21.77% | 16.37%+5.4pp | 24.82%-3.0pp | 35.66%-13.9pp |
| Employer contribution / active EE | $376 | $1,981-81.0% | $2,464-84.7% | $2,757-86.4% |
| Participant deferral / active EE | $1,057 | $3,093-65.8% | $3,885-72.8% | $4,299-75.4% |
| Admin fee / account holder | $132 | $5,686-97.7% | $5,766-97.7% | $6,924-98.1% |