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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 | $2,818 | $54,763-94.9% | $90,324-96.9% | $72,976-96.1% |
| Participation rate | 62.0% | 65.2%-3.2pp | 73.3%-11.3pp | 69.5%-7.5pp |
| Annual return | 34.71% | 30.63%+4.1pp | 78.15%-43.4pp | 81.02%-46.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $884 | $2,887-69.4% | $3,885-77.2% | $3,608-75.5% |
| Admin fee / account holder | $33 | $3,973-99.2% | $5,356-99.4% | $5,124-99.4% |