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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 | $15,756 | $181,896-91.3% | $156,551-89.9% | $273,972-94.2% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 13.74% | 30.74%-17.0pp | 32.23%-18.5pp | 41.46%-27.7pp |
| Employer contribution / active EE | $496 | $6,248-92.1% | $5,501-91.0% | $4,869-89.8% |
| Participant deferral / active EE | $2,294 | $5,550-58.7% | $4,871-52.9% | $5,287-56.6% |
| Admin fee / account holder | $10 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |