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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 | $7,117 | $76,834-90.7% | $108,359-93.4% | $87,485-91.9% |
| Participation rate | 60.0% | 61.7%-1.7pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 21.06% | 19.09%+2.0pp | 36.89%-15.8pp | 26.06%-5.0pp |
| Employer contribution / active EE | $3 | $1,556-99.8% | $2,399-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $1,309 | $3,100-57.8% | $4,137-68.4% | $4,274-69.4% |
| Admin fee / account holder | $29 | $6,537-99.6% | $9,741-99.7% | $7,775-99.6% |