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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 | $30,263 | $101,778-70.3% | $164,975-81.7% | $80,925-62.6% |
| Participation rate | 28.6% | 71.8%-43.3pp | 78.6%-50.0pp | 67.7%-39.1pp |
| Annual return | 21.32% | 16.73%+4.6pp | 70.12%-48.8pp | 35.65%-14.3pp |
| Employer contribution / active EE | $635 | $2,954-78.5% | $4,343-85.4% | $2,756-77.0% |
| Participant deferral / active EE | $3,597 | $4,477-19.7% | $6,033-40.4% | $4,299-16.3% |
| Admin fee / account holder | $111 | $8,221-98.6% | $12,688-99.1% | $6,940-98.4% |