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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 | $9,437 | $111,814-91.6% | $103,378-90.9% | $145,978-93.5% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.5%-38.8pp | 80.3%-44.6pp |
| Annual return | 16.18% | 24.80%-8.6pp | 24.91%-8.7pp | 550.52%-534.3pp |
| Employer contribution / active EE | $261 | $4,215-93.8% | $3,870-93.3% | $4,662-94.4% |
| Participant deferral / active EE | $1,535 | $5,618-72.7% | $5,058-69.7% | $6,690-77.1% |
| Admin fee / account holder | $275 | $9,764-97.2% | $8,401-96.7% | $13,400-97.9% |