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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 | $21,409 | $185,905-88.5% | $170,057-87.4% | $139,487-84.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 18.45% | 60.56%-42.1pp | 53.42%-35.0pp | 373.84%-355.4pp |
| Employer contribution / active EE | $560 | $7,597-92.6% | $6,790-91.8% | $4,755-88.2% |
| Participant deferral / active EE | $3,238 | $11,627-72.2% | $10,411-68.9% | $6,713-51.8% |
| Admin fee / account holder | $75 | $15,397-99.5% | $12,826-99.4% | $11,407-99.3% |