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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 | $23,079 | $171,492-86.5% | $150,734-84.7% | $198,609-88.4% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 6.70% | 804.70%-798.0pp | 600.81%-594.1pp | 202.70%-196.0pp |
| Employer contribution / active EE | $1,007 | $5,470-81.6% | $4,918-79.5% | $5,055-80.1% |
| Participant deferral / active EE | $5,665 | $6,259-9.5% | $5,610+1.0% | $6,977-18.8% |
| Admin fee / account holder | $203 | $17,628-98.9% | $14,905-98.6% | $19,030-98.9% |