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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 | $4,923 | $45,050-89.1% | $63,018-92.2% | $70,126-93.0% |
| Participation rate | 68.8% | 69.5%-0.8pp | 74.8%-6.1pp | 69.5%-0.8pp |
| Annual return | 11.97% | 18.76%-6.8pp | 87.62%-75.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $344 | $2,052-83.2% | $2,761-87.5% | $2,343-85.3% |
| Participant deferral / active EE | $1,113 | $2,466-54.9% | $3,330-66.6% | $3,332-66.6% |
| Admin fee / account holder | $124 | $2,834-95.6% | $3,601-96.6% | $4,645-97.3% |