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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 | $10,303 | $43,344-76.2% | $59,899-82.8% | $64,173-83.9% |
| Participation rate | 42.4% | 69.2%-26.7pp | 74.7%-32.3pp | 69.6%-27.1pp |
| Annual return | 4.01% | -1.55%+5.6pp | 3.46%+0.5pp | 7.63%-3.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $827 | $2,547-67.5% | $3,402-75.7% | $3,470-76.2% |
| Admin fee / account holder | $129 | $3,008-95.7% | $3,592-96.4% | $4,887-97.4% |