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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 | $29,767 | $168,635-82.3% | $147,617-79.8% | $125,389-76.3% |
| Participation rate | 28.6% | 88.8%-60.2pp | 84.6%-56.0pp | 83.2%-54.6pp |
| Annual return | 3.73% | 77.65%-73.9pp | 61.98%-58.3pp | 282.24%-278.5pp |
| Employer contribution / active EE | $618 | $6,252-90.1% | $5,564-88.9% | $4,866-87.3% |
| Participant deferral / active EE | $2,868 | $5,507-47.9% | $4,895-41.4% | $5,352-46.4% |
| Admin fee / account holder | $94 | $13,580-99.3% | $11,612-99.2% | $9,541-99.0% |