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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 | $29,659 | $181,896-83.7% | $156,551-81.1% | $273,972-89.2% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 7.63% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $281 | $6,248-95.5% | $5,501-94.9% | $4,869-94.2% |
| Participant deferral / active EE | $2,256 | $5,550-59.4% | $4,871-53.7% | $5,287-57.3% |
| Admin fee / account holder | $37 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |