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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 | $10,452 | $65,712-84.1% | $57,196-81.7% | $273,972-96.2% |
| Participation rate | 28.6% | 78.3%-49.8pp | 75.3%-46.8pp | 83.0%-54.4pp |
| Annual return | 25.00% | 22.01%+3.0pp | 14.59%+10.4pp | 41.46%-16.5pp |
| Employer contribution / active EE | $206 | $3,280-93.7% | $2,683-92.3% | $4,869-95.8% |
| Participant deferral / active EE | $3,537 | $3,782-6.5% | $3,096+14.2% | $5,287-33.1% |
| Admin fee / account holder | $7 | $4,838-99.9% | $3,141-99.8% | $10,133-99.9% |