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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 | $4,860 | $99,345-95.1% | $84,753-94.3% | $273,972-98.2% |
| Participation rate | 45.0% | 80.7%-35.7pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | 7.68% | 22.93%-15.2pp | 22.78%-15.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $10 | $4,214-99.8% | $3,574-99.7% | $4,869-99.8% |
| Participant deferral / active EE | $1,527 | $4,270-64.2% | $3,712-58.9% | $5,287-71.1% |
| Admin fee / account holder | $30 | $6,645-99.5% | $5,333-99.4% | $10,133-99.7% |