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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 | $13,555 | $135,956-90.0% | $123,894-89.1% | $273,972-95.1% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 28.01% | 56.63%-28.6pp | 47.52%-19.5pp | 41.46%-13.4pp |
| Employer contribution / active EE | $728 | $5,170-85.9% | $4,617-84.2% | $4,869-85.1% |
| Participant deferral / active EE | $4,266 | $6,343-32.7% | $5,984-28.7% | $5,287-19.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |