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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 | $13,854 | $76,551-81.9% | $123,894-88.8% | $62,881-78.0% |
| Participation rate | 59.3% | 73.0%-13.7pp | 81.4%-22.2pp | 69.3%-10.0pp |
| Annual return | 13.86% | 18.68%-4.8pp | 47.52%-33.7pp | 20.14%-6.3pp |
| Employer contribution / active EE | $96 | $2,882-96.7% | $4,617-97.9% | $2,281-95.8% |
| Participant deferral / active EE | $4,896 | $4,840+1.2% | $5,984-18.2% | $3,203+52.9% |
| Admin fee / account holder | $1 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |