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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 | $42,252 | $212,777-80.1% | $173,703-75.7% | $198,609-78.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 75.9%-9.2pp | 82.4%-15.7pp |
| Annual return | 19.71% | 18.82%+0.9pp | 17.46%+2.3pp | 202.70%-183.0pp |
| Employer contribution / active EE | $733 | $5,214-85.9% | $4,288-82.9% | $5,055-85.5% |
| Participant deferral / active EE | $2,200 | $5,697-61.4% | $4,854-54.7% | $6,977-68.5% |
| Admin fee / account holder | $44 | $19,536-99.8% | $15,562-99.7% | $19,030-99.8% |