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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 | $7,101 | $56,054-87.3% | $171,082-95.8% | $62,881-88.7% |
| Participation rate | 62.5% | 62.9%-0.4pp | 76.7%-14.2pp | 69.3%-6.8pp |
| Annual return | 7.98% | 22.52%-14.5pp | 32.56%-24.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,332 | $3,158-57.8% | $4,797-72.2% | $3,203-58.4% |
| Admin fee / account holder | $152 | $3,647-95.8% | $8,520-98.2% | $4,296-96.5% |