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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 | $29,485 | $181,896-83.8% | $156,551-81.2% | $273,972-89.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 8.00% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $500 | $6,248-92.0% | $5,501-90.9% | $4,869-89.7% |
| Participant deferral / active EE | $3,775 | $5,550-32.0% | $4,871-22.5% | $5,287-28.6% |
| Admin fee / account holder | $62 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |