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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 | $11,182 | $49,025-77.2% | $87,502-87.2% | $62,881-82.2% |
| Participation rate | 21.1% | 64.9%-43.8pp | 73.8%-52.8pp | 69.3%-48.3pp |
| Annual return | 8.31% | 10.02%-1.7pp | 12.21%-3.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $91 | $1,372-93.4% | $2,550-96.4% | $2,281-96.0% |
| Participant deferral / active EE | $1,333 | $2,289-41.8% | $3,149-57.7% | $3,203-58.4% |
| Admin fee / account holder | $3 | $4,065-99.9% | $4,221-99.9% | $4,296-99.9% |