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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 | $7,608 | $56,894-86.6% | $84,753-91.0% | $62,881-87.9% |
| Participation rate | 62.0% | 68.5%-6.5pp | 76.6%-14.6pp | 69.3%-7.3pp |
| Annual return | 10.46% | 6.30%+4.2pp | 22.78%-12.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $267 | $2,400-88.9% | $3,574-92.5% | $2,281-88.3% |
| Participant deferral / active EE | $2,328 | $2,709-14.1% | $3,712-37.3% | $3,203-27.3% |
| Admin fee / account holder | $114 | $3,581-96.8% | $5,333-97.9% | $4,296-97.3% |