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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 | $26,086 | $196,972-86.8% | $182,262-85.7% | $198,609-86.9% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 21.38% | 158.27%-136.9pp | 140.60%-119.2pp | 202.70%-181.3pp |
| Employer contribution / active EE | $1,225 | $5,364-77.2% | $5,046-75.7% | $5,055-75.8% |
| Participant deferral / active EE | $3,851 | $8,643-55.4% | $8,276-53.5% | $6,977-44.8% |
| Admin fee / account holder | $244 | $18,429-98.7% | $16,712-98.5% | $19,030-98.7% |