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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 | $11,290 | $76,551-85.3% | $123,894-90.9% | $62,881-82.0% |
| Participation rate | 39.5% | 73.0%-33.5pp | 81.4%-41.9pp | 69.3%-29.8pp |
| Annual return | 20.82% | 18.68%+2.1pp | 47.52%-26.7pp | 20.14%+0.7pp |
| Employer contribution / active EE | $63 | $2,882-97.8% | $4,617-98.6% | $2,281-97.3% |
| Participant deferral / active EE | $4,169 | $4,840-13.9% | $5,984-30.3% | $3,203+30.2% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |