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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 | $22,418 | $181,896-87.7% | $156,551-85.7% | $273,972-91.8% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 9.59% | 30.74%-21.2pp | 32.23%-22.6pp | 41.46%-31.9pp |
| Employer contribution / active EE | $448 | $6,248-92.8% | $5,501-91.9% | $4,869-90.8% |
| Participant deferral / active EE | $3,123 | $5,550-43.7% | $4,871-35.9% | $5,287-40.9% |
| Admin fee / account holder | $17 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |