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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 | $10,592 | $100,901-89.5% | $75,501-86.0% | $147,585-92.8% |
| Participation rate | 35.7% | 77.1%-41.4pp | 72.4%-36.6pp | 82.8%-47.1pp |
| Annual return | 11.43% | 35.78%-24.4pp | 27.35%-15.9pp | 578.58%-567.2pp |
| Employer contribution / active EE | $186 | $3,253-94.3% | $2,352-92.1% | $4,876-96.2% |
| Participant deferral / active EE | $795 | $4,027-80.3% | $3,142-74.7% | $5,439-85.4% |
| Admin fee / account holder | $56 | $11,285-99.5% | $5,801-99.0% | $10,886-99.5% |