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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 | $15,726 | $185,905-91.5% | $170,057-90.8% | $139,487-88.7% |
| Participation rate | 25.0% | 87.8%-62.8pp | 87.0%-62.0pp | 80.3%-55.3pp |
| Annual return | 35.95% | 60.56%-24.6pp | 53.42%-17.5pp | 373.84%-337.9pp |
| Employer contribution / active EE | $1,295 | $7,597-83.0% | $6,790-80.9% | $4,755-72.8% |
| Participant deferral / active EE | $3,285 | $11,627-71.7% | $10,411-68.4% | $6,713-51.1% |
| Admin fee / account holder | $44 | $15,397-99.7% | $12,826-99.7% | $11,407-99.6% |