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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 | $8,110 | $223,823-96.4% | $211,142-96.2% | $154,746-94.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 22.30% | 50.39%-28.1pp | 46.84%-24.5pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,046 | $6,787-84.6% | $6,442-83.8% | $4,379-76.1% |
| Participant deferral / active EE | $3,252 | $9,750-66.7% | $9,284-65.0% | $6,730-51.7% |
| Admin fee / account holder | $39 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |