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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 | $7,797 | $54,763-85.8% | $90,324-91.4% | $72,976-89.3% |
| Participation rate | 36.1% | 65.2%-29.0pp | 73.3%-37.2pp | 69.5%-33.4pp |
| Annual return | 19.00% | 30.63%-11.6pp | 78.15%-59.1pp | 81.02%-62.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $803 | $2,887-72.2% | $3,885-79.3% | $3,608-77.7% |
| Admin fee / account holder | $176 | $3,973-95.6% | $5,356-96.7% | $5,124-96.6% |