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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 | $11,361 | $93,064-87.8% | $74,577-84.8% | $273,972-95.9% |
| Participation rate | 38.5% | 74.9%-36.5pp | 68.1%-29.6pp | 83.0%-44.6pp |
| Annual return | 6.01% | 26.18%-20.2pp | 20.47%-14.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,228 | $4,160-70.5% | $3,458-64.5% | $5,287-76.8% |
| Admin fee / account holder | $101 | $5,273-98.1% | $4,138-97.6% | $10,133-99.0% |