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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 | $29,830 | $275,752-89.2% | $256,809-88.4% | $198,609-85.0% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 27.16% | 34.81%-7.7pp | 32.73%-5.6pp | 202.70%-175.5pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,601 | $10,037-44.2% | $9,520-41.2% | $6,977-19.7% |
| Admin fee / account holder | $251 | $25,716-99.0% | $25,146-99.0% | $19,030-98.7% |