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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 | $10,747 | $215,361-95.0% | $171,082-93.7% | $273,972-96.1% |
| Participation rate | 59.1% | 82.0%-22.9pp | 76.7%-17.6pp | 83.0%-23.9pp |
| Annual return | 5.68% | 25.14%-19.5pp | 32.56%-26.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $200 | $4,967-96.0% | $4,002-95.0% | $4,869-95.9% |
| Participant deferral / active EE | $1,001 | $5,543-82.0% | $4,797-79.1% | $5,287-81.1% |
| Admin fee / account holder | $276 | $10,846-97.5% | $8,520-96.8% | $10,133-97.3% |