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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 | $5,321 | $215,361-97.5% | $171,082-96.9% | $273,972-98.1% |
| Participation rate | 35.0% | 82.0%-47.0pp | 76.7%-41.7pp | 83.0%-48.0pp |
| Annual return | 6.36% | 25.14%-18.8pp | 32.56%-26.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $843 | $5,543-84.8% | $4,797-82.4% | $5,287-84.1% |
| Admin fee / account holder | $143 | $10,846-98.7% | $8,520-98.3% | $10,133-98.6% |