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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 | $5,742 | $76,551-92.5% | $123,894-95.4% | $62,881-90.9% |
| Participation rate | 55.2% | 73.0%-17.8pp | 81.4%-26.2pp | 69.3%-14.1pp |
| Annual return | 18.61% | 18.68%-0.1pp | 47.52%-28.9pp | 20.14%-1.5pp |
| Employer contribution / active EE | $396 | $2,882-86.3% | $4,617-91.4% | $2,281-82.6% |
| Participant deferral / active EE | $2,986 | $4,840-38.3% | $5,984-50.1% | $3,203-6.8% |
| Admin fee / account holder | $241 | $4,826-95.0% | $8,357-97.1% | $4,296-94.4% |