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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 | $10,890 | $181,896-94.0% | $156,551-93.0% | $273,972-96.0% |
| Participation rate | 64.7% | 88.4%-23.7pp | 84.0%-19.3pp | 83.0%-18.3pp |
| Annual return | 7.58% | 30.74%-23.2pp | 32.23%-24.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $453 | $6,248-92.8% | $5,501-91.8% | $4,869-90.7% |
| Participant deferral / active EE | $2,250 | $5,550-59.5% | $4,871-53.8% | $5,287-57.4% |
| Admin fee / account holder | $31 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |