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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 | $12,935 | $60,349-78.6% | $74,184-82.6% | $62,881-79.4% |
| Participation rate | 68.8% | 72.7%-4.0pp | 76.6%-7.9pp | 69.3%-0.6pp |
| Annual return | 7.31% | 21.38%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $322 | $1,680-80.8% | $2,370-86.4% | $2,281-85.9% |
| Participant deferral / active EE | $3,452 | $2,856+20.9% | $3,550-2.7% | $3,203+7.8% |
| Admin fee / account holder | $75 | $4,261-98.2% | $5,586-98.7% | $4,296-98.2% |