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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 | $21,849 | $140,592-84.5% | $123,106-82.3% | $125,388-82.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -2.75% | 16.80%-19.5pp | 13.22%-16.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,106 | $6,041-81.7% | $5,151-78.5% | $4,866-77.3% |
| Participant deferral / active EE | $7,667 | $6,980+9.8% | $6,229+23.1% | $5,352+43.3% |
| Admin fee / account holder | $24 | $11,198-99.8% | $9,015-99.7% | $9,541-99.7% |