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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 | $19,528 | $67,602-71.1% | $82,312-76.3% | $70,126-72.2% |
| Participation rate | 51.1% | 72.8%-21.7pp | 76.9%-25.8pp | 69.5%-18.4pp |
| Annual return | 15.16% | 21.57%-6.4pp | 25.88%-10.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $253 | $1,755-85.6% | $2,428-89.6% | $2,343-89.2% |
| Participant deferral / active EE | $2,721 | $2,987-8.9% | $3,706-26.6% | $3,332-18.3% |
| Admin fee / account holder | $158 | $4,512-96.5% | $5,608-97.2% | $4,645-96.6% |