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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 | $41,804 | $225,449-81.5% | $219,466-81.0% | $237,064-82.4% |
| Participation rate | 69.2% | 50.3%+19.0pp | 44.6%+24.7pp | 45.6%+23.6pp |
| Annual return | 12.26% | 4.17%+8.1pp | 5.00%+7.3pp | 4.16%+8.1pp |
| Employer contribution / active EE | $9,012 | $39,228-77.0% | $35,918-74.9% | $42,918-79.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |