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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 | $209,336-96.1% | $197,124-95.9% | $137,256-94.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 22.30% | 48.09%-25.8pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,046 | $6,591-84.1% | $6,227-83.2% | $4,156-74.8% |
| Participant deferral / active EE | $3,252 | $9,614-66.2% | $9,135-64.4% | $6,407-49.2% |
| Admin fee / account holder | $39 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |