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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 | $39,370 | $275,752-85.7% | $256,809-84.7% | $198,609-80.2% |
| Participation rate | 20.0% | 89.2%-69.2pp | 88.5%-68.5pp | 82.4%-62.4pp |
| Annual return | 0.00% | 34.81%-34.8pp | 32.73%-32.7pp | 202.70%-202.7pp |
| Employer contribution / active EE | $1,007 | $7,721-87.0% | $7,263-86.1% | $5,055-80.1% |
| Participant deferral / active EE | $6,200 | $10,037-38.2% | $9,520-34.9% | $6,977-11.1% |
| Admin fee / account holder | $124 | $25,716-99.5% | $25,146-99.5% | $19,030-99.3% |