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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 | $10,537 | $178,174-94.1% | $156,181-93.3% | $137,256-92.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 21.73% | 84.19%-62.5pp | 64.87%-43.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $880 | $4,972-82.3% | $4,294-79.5% | $4,156-78.8% |
| Participant deferral / active EE | $3,086 | $6,888-55.2% | $6,132-49.7% | $6,407-51.8% |
| Admin fee / account holder | $100 | $17,404-99.4% | $14,586-99.3% | $12,270-99.2% |