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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 | $4,624 | $49,249-90.6% | $70,476-93.4% | $79,852-94.2% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 69.6%-9.6pp |
| Annual return | 26.01% | 30.09%-4.1pp | 109.12%-83.1pp | 31.72%-5.7pp |
| Employer contribution / active EE | $124 | $2,100-94.1% | $2,738-95.5% | $2,471-95.0% |
| Participant deferral / active EE | $1,184 | $2,769-57.2% | $3,710-68.1% | $3,740-68.3% |
| Admin fee / account holder | $242 | $2,878-91.6% | $3,847-93.7% | $5,306-95.4% |