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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 | $1,974 | $36,948-94.7% | $73,658-97.3% | $87,485-97.7% |
| Participation rate | 65.7% | 46.8%+18.9pp | 57.0%+8.7pp | 68.9%-3.2pp |
| Annual return | 22.95% | 28.64%-5.7pp | 29.72%-6.8pp | 26.06%-3.1pp |
| Employer contribution / active EE | $31 | $670-95.3% | $1,032-97.0% | $2,596-98.8% |
| Participant deferral / active EE | $1,290 | $1,379-6.4% | $2,062-37.4% | $4,274-69.8% |
| Admin fee / account holder | $291 | $2,531-88.5% | $3,357-91.3% | $7,775-96.3% |