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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 | $15,606 | $183,627-91.5% | $155,602-90.0% | $145,978-89.3% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 10.98% | 61.32%-50.3pp | 64.81%-53.8pp | 550.52%-539.5pp |
| Employer contribution / active EE | $911 | $5,316-82.9% | $4,675-80.5% | $4,662-80.5% |
| Participant deferral / active EE | $2,588 | $6,466-60.0% | $5,629-54.0% | $6,690-61.3% |
| Admin fee / account holder | $147 | $19,327-99.2% | $15,923-99.1% | $13,400-98.9% |