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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 | $31,011 | $197,603-84.3% | $177,827-82.6% | $158,950-80.5% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 15.76% | 58.76%-43.0pp | 48.32%-32.6pp | 302.91%-287.1pp |
| Employer contribution / active EE | $910 | $6,698-86.4% | $5,918-84.6% | $4,762-80.9% |
| Participant deferral / active EE | $3,474 | $8,404-58.7% | $7,713-55.0% | $5,983-41.9% |
| Admin fee / account holder | $186 | $15,402-98.8% | $12,429-98.5% | $11,248-98.3% |