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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 | $21,109 | $153,769-86.3% | $133,975-84.2% | $273,972-92.3% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 9.42% | 36.51%-27.1pp | 29.29%-19.9pp | 41.46%-32.0pp |
| Employer contribution / active EE | $456 | $6,029-92.4% | $5,211-91.2% | $4,869-90.6% |
| Participant deferral / active EE | $7,062 | $6,958+1.5% | $6,282+12.4% | $5,287+33.6% |
| Admin fee / account holder | $11 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |