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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 | $5,946 | $77,817-92.4% | $123,553-95.2% | $64,173-90.7% |
| Participation rate | 58.1% | 74.7%-16.6pp | 82.3%-24.2pp | 69.6%-11.4pp |
| Annual return | 27.94% | 12.49%+15.5pp | 119.21%-91.3pp | 7.63%+20.3pp |
| Employer contribution / active EE | $510 | $3,014-83.1% | $4,628-89.0% | $2,381-78.6% |
| Participant deferral / active EE | $2,240 | $5,240-57.2% | $6,426-65.1% | $3,470-35.4% |
| Admin fee / account holder | $85 | $5,519-98.5% | $9,284-99.1% | $4,887-98.3% |