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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 | $12,346 | $181,896-93.2% | $156,551-92.1% | $273,972-95.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 8.94% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,131 | $6,248-81.9% | $5,501-79.4% | $4,869-76.8% |
| Participant deferral / active EE | $2,486 | $5,550-55.2% | $4,871-49.0% | $5,287-53.0% |
| Admin fee / account holder | $167 | $15,560-98.9% | $13,028-98.7% | $10,133-98.4% |