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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 | $6,202 | $77,638-92.0% | $156,551-96.0% | $62,881-90.1% |
| Participation rate | 69.0% | 71.2%-2.2pp | 84.0%-15.0pp | 69.3%-0.3pp |
| Annual return | 13.34% | 50.33%-37.0pp | 32.23%-18.9pp | 20.14%-6.8pp |
| Employer contribution / active EE | $330 | $3,444-90.4% | $5,501-94.0% | $2,281-85.6% |
| Participant deferral / active EE | $2,374 | $3,046-22.1% | $4,871-51.3% | $3,203-25.9% |
| Admin fee / account holder | $129 | $5,561-97.7% | $13,028-99.0% | $4,296-97.0% |