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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 | $17,947 | $171,272-89.5% | $127,803-86.0% | $152,885-88.3% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.0%-16.5pp | 82.5%-20.0pp |
| Annual return | 27.33% | 23.54%+3.8pp | 26.14%+1.2pp | 345.39%-318.1pp |
| Employer contribution / active EE | $876 | $5,451-83.9% | $4,576-80.9% | $4,763-81.6% |
| Participant deferral / active EE | $2,477 | $7,043-64.8% | $6,023-58.9% | $5,851-57.7% |
| Admin fee / account holder | $212 | $14,540-98.5% | $9,399-97.7% | $11,598-98.2% |