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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 | $16,212 | $213,785-92.4% | $185,441-91.3% | $155,188-89.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 32.18% | 19.97%+12.2pp | 20.16%+12.0pp | 148.84%-116.7pp |
| Employer contribution / active EE | $1,038 | $5,393-80.8% | $4,672-77.8% | $4,248-75.6% |
| Participant deferral / active EE | $5,862 | $6,864-14.6% | $6,152-4.7% | $6,531-10.3% |
| Admin fee / account holder | $178 | $21,134-99.2% | $17,890-99.0% | $14,480-98.8% |