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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 | $26,881 | $140,592-80.9% | $123,106-78.2% | $125,388-78.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | 0.27% | 16.80%-16.5pp | 13.22%-12.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $681 | $6,041-88.7% | $5,151-86.8% | $4,866-86.0% |
| Participant deferral / active EE | $2,793 | $6,980-60.0% | $6,229-55.2% | $5,352-47.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |