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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 | $28,860 | $162,821-82.3% | $133,978-78.5% | $158,982-81.8% |
| Participation rate | 31.3% | 83.2%-52.0pp | 79.8%-48.6pp | 82.0%-50.7pp |
| Annual return | 29.75% | 41.95%-12.2pp | 45.10%-15.4pp | 302.99%-273.2pp |
| Employer contribution / active EE | $72 | $4,976-98.6% | $3,919-98.2% | $4,763-98.5% |
| Participant deferral / active EE | $7,730 | $5,910+30.8% | $5,047+53.2% | $5,983+29.2% |
| Admin fee / account holder | $58 | $11,742-99.5% | $8,930-99.3% | $11,252-99.5% |