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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 | $8,926 | $84,236-89.4% | $170,439-94.8% | $70,124-87.3% |
| Participation rate | 28.9% | 70.8%-41.9pp | 83.6%-54.7pp | 69.5%-40.6pp |
| Annual return | 19.51% | 23.06%-3.6pp | 205.94%-186.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $327 | $3,387-90.3% | $5,433-94.0% | $2,342-86.0% |
| Participant deferral / active EE | $1,268 | $3,086-58.9% | $4,939-74.3% | $3,332-62.0% |
| Admin fee / account holder | $88 | $5,698-98.5% | $13,881-99.4% | $4,645-98.1% |