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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 | $11,284 | $201,264-94.4% | $184,185-93.9% | $145,978-92.3% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 21.55% | 29.00%-7.5pp | 28.81%-7.3pp | 550.52%-529.0pp |
| Employer contribution / active EE | $1,449 | $7,021-79.4% | $6,426-77.5% | $4,662-68.9% |
| Participant deferral / active EE | $3,432 | $9,806-65.0% | $9,132-62.4% | $6,690-48.7% |
| Admin fee / account holder | $21 | $16,376-99.9% | $13,909-99.8% | $13,400-99.8% |