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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 | $7,479 | $181,896-95.9% | $156,551-95.2% | $273,972-97.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $913 | $6,248-85.4% | $5,501-83.4% | $4,869-81.3% |
| Participant deferral / active EE | $3,156 | $5,550-43.1% | $4,871-35.2% | $5,287-40.3% |
| Admin fee / account holder | $52 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |