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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 | $9,504 | $215,361-95.6% | $171,082-94.4% | $273,972-96.5% |
| Participation rate | 42.9% | 82.0%-39.2pp | 76.7%-33.8pp | 83.0%-40.2pp |
| Annual return | 5.10% | 25.14%-20.0pp | 32.56%-27.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $891 | $5,543-83.9% | $4,797-81.4% | $5,287-83.1% |
| Admin fee / account holder | $82 | $10,846-99.2% | $8,520-99.0% | $10,133-99.2% |