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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 | $10,862 | $48,078-77.4% | $78,676-86.2% | $62,881-82.7% |
| Participation rate | 64.0% | 65.2%-1.2pp | 73.6%-9.6pp | 69.3%-5.3pp |
| Annual return | 9.81% | 31.36%-21.5pp | 62.19%-52.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,498 | $2,587+35.2% | $3,517-0.5% | $3,203+9.2% |
| Admin fee / account holder | $142 | $3,206-95.6% | $4,510-96.8% | $4,296-96.7% |