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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 | $5,663 | $45,043-87.4% | $63,005-91.0% | $70,124-91.9% |
| Participation rate | 47.9% | 69.5%-21.6pp | 74.8%-26.9pp | 69.5%-21.7pp |
| Annual return | 16.26% | 18.76%-2.5pp | 87.59%-71.3pp | 73.14%-56.9pp |
| Employer contribution / active EE | $292 | $2,052-85.8% | $2,760-89.4% | $2,342-87.5% |
| Participant deferral / active EE | $801 | $2,466-67.5% | $3,329-75.9% | $3,332-76.0% |
| Admin fee / account holder | $126 | $2,833-95.5% | $3,599-96.5% | $4,645-97.3% |