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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 | $16,444 | $162,136-89.9% | $152,301-89.2% | $154,746-89.4% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 19.63% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $755 | $4,890-84.6% | $4,624-83.7% | $4,379-82.8% |
| Participant deferral / active EE | $4,198 | $8,341-49.7% | $8,004-47.6% | $6,730-37.6% |
| Admin fee / account holder | $191 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |