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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 | $12,035 | $48,078-75.0% | $78,676-84.7% | $62,881-80.9% |
| Participation rate | 35.0% | 65.2%-30.2pp | 73.6%-38.6pp | 69.3%-34.3pp |
| Annual return | 6.76% | 31.36%-24.6pp | 62.19%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $91 | $2,015-95.5% | $2,850-96.8% | $2,281-96.0% |
| Participant deferral / active EE | $1,008 | $2,587-61.0% | $3,517-71.3% | $3,203-68.5% |
| Admin fee / account holder | $113 | $3,206-96.5% | $4,510-97.5% | $4,296-97.4% |