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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 | $7,349 | $77,638-90.5% | $156,551-95.3% | $62,881-88.3% |
| Participation rate | 69.7% | 71.2%-1.5pp | 84.0%-14.3pp | 69.3%+0.4pp |
| Annual return | 6.67% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $356 | $3,444-89.7% | $5,501-93.5% | $2,281-84.4% |
| Participant deferral / active EE | $1,436 | $3,046-52.9% | $4,871-70.5% | $3,203-55.2% |
| Admin fee / account holder | $24 | $5,561-99.6% | $13,028-99.8% | $4,296-99.4% |