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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 | $11,769 | $81,476-85.6% | $102,383-88.5% | $80,925-85.5% |
| Participation rate | 25.6% | 66.8%-41.2pp | 74.5%-48.9pp | 67.7%-42.0pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $249 | $3,105-92.0% | $3,870-93.6% | $2,756-91.0% |
| Participant deferral / active EE | $2,748 | $3,871-29.0% | $5,060-45.7% | $4,299-36.1% |
| Admin fee / account holder | $28 | $6,717-99.6% | $8,391-99.7% | $6,940-99.6% |