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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 | $8,004 | $78,672-89.8% | $109,163-92.7% | $85,856-90.7% |
| Participation rate | 42.4% | 68.3%-25.9pp | 75.9%-33.5pp | 69.3%-26.9pp |
| Annual return | 16.00% | 25.09%-9.1pp | 25.75%-9.8pp | 318.58%-302.6pp |
| Employer contribution / active EE | $622 | $2,734-77.3% | $3,723-83.3% | $2,565-75.8% |
| Participant deferral / active EE | $1,761 | $3,467-49.2% | $4,654-62.2% | $3,952-55.4% |
| Admin fee / account holder | $93 | $5,470-98.3% | $6,754-98.6% | $6,261-98.5% |