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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 | $23,791 | $181,896-86.9% | $156,551-84.8% | $273,972-91.3% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 8.67% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $554 | $6,248-91.1% | $5,501-89.9% | $4,869-88.6% |
| Participant deferral / active EE | $2,318 | $5,550-58.2% | $4,871-52.4% | $5,287-56.2% |
| Admin fee / account holder | $150 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |