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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 | $24,635 | $212,386-88.4% | $199,883-87.7% | $138,895-82.3% |
| Participation rate | 41.7% | 87.4%-45.7pp | 86.8%-45.1pp | 79.9%-38.3pp |
| Annual return | 20.51% | 47.75%-27.2pp | 43.81%-23.3pp | 145.39%-124.9pp |
| Employer contribution / active EE | $996 | $6,625-85.0% | $6,261-84.1% | $4,194-76.3% |
| Participant deferral / active EE | $4,459 | $9,617-53.6% | $9,138-51.2% | $6,396-30.3% |
| Admin fee / account holder | $118 | $18,233-99.4% | $17,268-99.3% | $12,562-99.1% |