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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 | $13,942 | $129,959-89.3% | $104,301-86.6% | $134,532-89.6% |
| Participation rate | 37.5% | 79.5%-42.0pp | 73.3%-35.8pp | 81.2%-43.7pp |
| Annual return | 0.78% | 42.04%-41.3pp | 24.61%-23.8pp | 418.27%-417.5pp |
| Employer contribution / active EE | $537 | $4,185-87.2% | $3,373-84.1% | $4,741-88.7% |
| Participant deferral / active EE | $2,814 | $5,589-49.7% | $4,626-39.2% | $6,401-56.0% |
| Admin fee / account holder | $64 | $9,325-99.3% | $7,340-99.1% | $11,429-99.4% |