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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 | $12,058 | $223,823-94.6% | $211,142-94.3% | $154,746-92.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 34.93% | 50.39%-15.5pp | 46.84%-11.9pp | 172.34%-137.4pp |
| Employer contribution / active EE | $1,125 | $6,787-83.4% | $6,442-82.5% | $4,379-74.3% |
| Participant deferral / active EE | $3,856 | $9,750-60.5% | $9,284-58.5% | $6,730-42.7% |
| Admin fee / account holder | $17 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |