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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 | $25,575 | $181,898-85.9% | $156,551-83.7% | $273,968-90.7% |
| Participation rate | 53.8% | 88.4%-34.5pp | 84.0%-30.2pp | 83.0%-29.2pp |
| Annual return | 7.83% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $261 | $6,248-95.8% | $5,501-95.3% | $4,869-94.6% |
| Participant deferral / active EE | $2,740 | $5,550-50.6% | $4,871-43.7% | $5,287-48.2% |
| Admin fee / account holder | $173 | $15,560-98.9% | $13,028-98.7% | $10,132-98.3% |