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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 | $43,912 | $275,752-84.1% | $256,809-82.9% | $198,609-77.9% |
| Participation rate | 44.4% | 89.2%-44.7pp | 88.5%-44.1pp | 82.4%-37.9pp |
| Annual return | 14.10% | 34.81%-20.7pp | 32.73%-18.6pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,762 | $7,721-77.2% | $7,263-75.7% | $5,055-65.1% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12 | $25,716-100.0% | $25,146-100.0% | $19,030-99.9% |