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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 | $3,029 | $107,809-97.2% | $97,032-96.9% | $155,188-98.0% |
| Participation rate | 40.0% | 75.5%-35.5pp | 71.6%-31.6pp | 80.8%-40.8pp |
| Annual return | 23.54% | 38.06%-14.5pp | 35.38%-11.8pp | 148.84%-125.3pp |
| Employer contribution / active EE | $54 | $2,911-98.1% | $2,629-97.9% | $4,248-98.7% |
| Participant deferral / active EE | $979 | $5,129-80.9% | $4,672-79.0% | $6,531-85.0% |
| Admin fee / account holder | $30 | $10,717-99.7% | $9,418-99.7% | $14,480-99.8% |