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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 | $21,229 | $181,896-88.3% | $156,551-86.4% | $273,972-92.3% |
| Participation rate | 56.3% | 88.4%-32.1pp | 84.0%-27.8pp | 83.0%-26.8pp |
| Annual return | 9.11% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $856 | $6,248-86.3% | $5,501-84.4% | $4,869-82.4% |
| Participant deferral / active EE | $2,708 | $5,550-51.2% | $4,871-44.4% | $5,287-48.8% |
| Admin fee / account holder | $150 | $15,560-99.0% | $13,028-98.9% | $10,133-98.5% |