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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 | $16,020 | $183,516-91.3% | $155,534-89.7% | $145,884-89.0% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 16.17% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $850 | $5,315-84.0% | $4,675-81.8% | $4,662-81.8% |
| Participant deferral / active EE | $4,564 | $6,467-29.4% | $5,630-18.9% | $6,690-31.8% |
| Admin fee / account holder | $70 | $19,293-99.6% | $15,900-99.6% | $13,392-99.5% |