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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 | $16,522 | $70,002-76.4% | $115,038-85.6% | $52,331-68.4% |
| Participation rate | 32.2% | 72.1%-39.9pp | 81.4%-49.1pp | 68.1%-35.9pp |
| Annual return | 4.49% | 4.04%+0.5pp | 26.14%-21.7pp | 4.54%-0.1pp |
| Employer contribution / active EE | $34 | $2,715-98.7% | $4,608-99.3% | $1,882-98.2% |
| Participant deferral / active EE | $2,642 | $4,920-46.3% | $6,026-56.2% | $3,022-12.6% |
| Admin fee / account holder | $251 | $566-55.7% | $8,175-96.9% | $592-57.6% |