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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 | $9,664 | $99,345-90.3% | $84,753-88.6% | $273,970-96.5% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 10.56% | 22.93%-12.4pp | 22.78%-12.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $348 | $4,214-91.7% | $3,574-90.3% | $4,869-92.9% |
| Participant deferral / active EE | $2,305 | $4,270-46.0% | $3,712-37.9% | $5,287-56.4% |
| Admin fee / account holder | $28 | $6,645-99.6% | $5,333-99.5% | $10,132-99.7% |