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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 | $4,203 | $54,757-92.3% | $90,300-95.3% | $72,983-94.2% |
| Participation rate | 57.5% | 65.1%-7.6pp | 73.3%-15.8pp | 69.5%-12.0pp |
| Annual return | 31.48% | 30.63%+0.8pp | 78.11%-46.6pp | 81.01%-49.5pp |
| Employer contribution / active EE | $74 | $2,092-96.5% | $2,854-97.4% | $2,440-97.0% |
| Participant deferral / active EE | $1,141 | $2,887-60.5% | $3,884-70.6% | $3,608-68.4% |
| Admin fee / account holder | $146 | $3,972-96.3% | $5,353-97.3% | $5,124-97.2% |