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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 | $6,597 | $86,050-92.3% | $189,758-96.5% | $94,015-93.0% |
| Participation rate | 40.0% | 68.9%-28.9pp | 79.8%-39.8pp | 70.8%-30.8pp |
| Annual return | 17.71% | 17.77%-0.1pp | 52.62%-34.9pp | 17.84%-0.1pp |
| Employer contribution / active EE | $247 | $2,819-91.2% | $4,767-94.8% | $2,790-91.1% |
| Participant deferral / active EE | $1,042 | $3,349-68.9% | $5,856-82.2% | $4,249-75.5% |
| Admin fee / account holder | $55 | $6,627-99.2% | $20,388-99.7% | $8,951-99.4% |