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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 | $9,444 | $96,558-90.2% | $80,977-88.3% | $273,972-96.6% |
| Participation rate | 27.8% | 79.1%-51.3pp | 75.8%-48.0pp | 83.0%-55.2pp |
| Annual return | 16.46% | 15.14%+1.3pp | 17.11%-0.6pp | 41.46%-25.0pp |
| Employer contribution / active EE | $322 | $4,869-93.4% | $3,715-91.3% | $4,869-93.4% |
| Participant deferral / active EE | $1,753 | $6,598-73.4% | $5,696-69.2% | $5,287-66.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |