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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 | $16,498 | $198,457-91.7% | $170,435-90.3% | $147,586-88.8% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 13.21% | 257.30%-244.1pp | 205.94%-192.7pp | 578.59%-565.4pp |
| Employer contribution / active EE | $639 | $6,183-89.7% | $5,432-88.2% | $4,876-86.9% |
| Participant deferral / active EE | $3,531 | $5,629-37.3% | $4,939-28.5% | $5,439-35.1% |
| Admin fee / account holder | $45 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |