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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 | $3,359 | $75,541-95.6% | $152,093-97.8% | $82,637-95.9% |
| Participation rate | 68.2% | 66.5%+1.7pp | 77.8%-9.5pp | 68.1%+0.2pp |
| Annual return | 19.68% | 32.56%-12.9pp | 66.36%-46.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $88 | $2,622-96.7% | $4,175-97.9% | $2,552-96.6% |
| Participant deferral / active EE | $876 | $3,206-72.7% | $5,451-83.9% | $4,126-78.8% |
| Admin fee / account holder | $88 | $6,405-98.6% | $14,497-99.4% | $7,339-98.8% |