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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 | $9,378 | $83,477-88.8% | $125,175-92.5% | $72,986-87.2% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.5%-17.5pp |
| Annual return | 28.82% | 25.78%+3.0pp | 43.79%-15.0pp | 81.01%-52.2pp |
| Employer contribution / active EE | $460 | $2,345-80.4% | $3,865-88.1% | $2,440-81.1% |
| Participant deferral / active EE | $1,666 | $3,585-53.5% | $4,937-66.3% | $3,607-53.8% |
| Admin fee / account holder | $99 | $5,517-98.2% | $9,702-99.0% | $5,124-98.1% |