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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 | $12,890 | $50,554-74.5% | $67,681-81.0% | $87,485-85.3% |
| Participation rate | 44.4% | 67.7%-23.3pp | 73.7%-29.3pp | 68.9%-24.5pp |
| Annual return | 20.62% | 17.81%+2.8pp | 590.58%-570.0pp | 26.06%-5.4pp |
| Employer contribution / active EE | $182 | $1,988-90.8% | $2,678-93.2% | $2,596-93.0% |
| Participant deferral / active EE | $2,256 | $2,961-23.8% | $3,976-43.3% | $4,274-47.2% |
| Admin fee / account holder | $51 | $4,132-98.8% | $6,100-99.2% | $7,775-99.3% |