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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 | $6,525 | $185,312-96.5% | $161,489-96.0% | $154,746-95.8% |
| Participation rate | 68.4% | 82.5%-14.0pp | 78.7%-10.3pp | 80.7%-12.3pp |
| Annual return | 26.58% | 103.84%-77.3pp | 89.72%-63.1pp | 172.34%-145.8pp |
| Employer contribution / active EE | $413 | $4,769-91.4% | $4,268-90.3% | $4,379-90.6% |
| Participant deferral / active EE | $2,069 | $6,350-67.4% | $5,630-63.2% | $6,730-69.3% |
| Admin fee / account holder | $15 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |