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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 | $26,055 | $181,896-85.7% | $156,551-83.4% | $273,972-90.5% |
| Participation rate | 27.3% | 88.4%-61.1pp | 84.0%-56.7pp | 83.0%-55.7pp |
| Annual return | 14.10% | 30.74%-16.6pp | 32.23%-18.1pp | 41.46%-27.4pp |
| Employer contribution / active EE | $891 | $6,248-85.7% | $5,501-83.8% | $4,869-81.7% |
| Participant deferral / active EE | $2,681 | $5,550-51.7% | $4,871-45.0% | $5,287-49.3% |
| Admin fee / account holder | $146 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |