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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 | $12,812 | $110,307-88.4% | $96,576-86.7% | $139,456-90.8% |
| Participation rate | 42.9% | 78.1%-35.3pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 18.73% | 26.40%-7.7pp | 25.87%-7.1pp | 373.45%-354.7pp |
| Employer contribution / active EE | $228 | $3,619-93.7% | $2,965-92.3% | $4,753-95.2% |
| Participant deferral / active EE | $2,708 | $5,547-51.2% | $4,851-44.2% | $6,711-59.7% |
| Admin fee / account holder | $55 | $11,597-99.5% | $8,253-99.3% | $11,407-99.5% |