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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 | $10,690 | $153,769-93.0% | $133,975-92.0% | $273,972-96.1% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.1%-31.5pp | 83.0%-27.5pp |
| Annual return | 10.90% | 36.51%-25.6pp | 29.29%-18.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $582 | $6,029-90.3% | $5,211-88.8% | $4,869-88.0% |
| Participant deferral / active EE | $3,872 | $6,958-44.4% | $6,282-38.4% | $5,287-26.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |