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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 | $25,688 | $196,972-87.0% | $182,262-85.9% | $198,609-87.1% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 23.36% | 158.27%-134.9pp | 140.60%-117.2pp | 202.70%-179.3pp |
| Employer contribution / active EE | $456 | $5,364-91.5% | $5,046-91.0% | $5,055-91.0% |
| Participant deferral / active EE | $4,525 | $8,643-47.6% | $8,276-45.3% | $6,977-35.1% |
| Admin fee / account holder | $1 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |