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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 | $15,887 | $109,359-85.5% | $162,171-90.2% | $72,983-78.2% |
| Participation rate | 62.1% | 84.3%-22.2pp | 87.6%-25.5pp | 69.5%-7.4pp |
| Annual return | 41.71% | 25.46%+16.3pp | 115.60%-73.9pp | 81.01%-39.3pp |
| Employer contribution / active EE | $777 | $3,907-80.1% | $5,613-86.2% | $2,440-68.2% |
| Participant deferral / active EE | $7,151 | $5,481+30.5% | $7,297-2.0% | $3,608+98.2% |
| Admin fee / account holder | $151 | $7,972-98.1% | $10,843-98.6% | $5,124-97.1% |