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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 | $31,250 | $181,896-82.8% | $156,551-80.0% | $273,972-88.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 15.15% | 30.74%-15.6pp | 32.23%-17.1pp | 41.46%-26.3pp |
| Employer contribution / active EE | $1,076 | $6,248-82.8% | $5,501-80.4% | $4,869-77.9% |
| Participant deferral / active EE | $6,313 | $5,550+13.7% | $4,871+29.6% | $5,287+19.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |