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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 | $15,904 | $201,372-92.1% | $184,260-91.4% | $145,884-89.1% |
| Participation rate | 53.8% | 87.5%-33.6pp | 86.8%-33.0pp | 80.3%-26.5pp |
| Annual return | 15.99% | 29.04%-13.1pp | 28.84%-12.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $707 | $7,024-89.9% | $6,427-89.0% | $4,662-84.8% |
| Participant deferral / active EE | $3,467 | $9,808-64.6% | $9,133-62.0% | $6,690-48.2% |
| Admin fee / account holder | $87 | $16,362-99.5% | $13,898-99.4% | $13,392-99.3% |