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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 | $10,939 | $43,496-74.8% | $161,489-93.2% | $64,340-83.0% |
| Participation rate | 26.9% | 53.5%-26.7pp | 78.7%-51.8pp | 55.2%-28.4pp |
| Annual return | 21.33% | 20.76%+0.6pp | 89.72%-68.4pp | 24.14%-2.8pp |
| Employer contribution / active EE | $182 | $1,431-87.3% | $4,268-95.7% | $1,862-90.3% |
| Participant deferral / active EE | $956 | $1,996-52.1% | $5,630-83.0% | $2,980-67.9% |
| Admin fee / account holder | $36 | $2,330-98.4% | $16,006-99.8% | $3,703-99.0% |