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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 | $27,178 | $162,812-83.3% | $133,971-79.7% | $158,966-82.9% |
| Participation rate | 15.0% | 83.2%-68.2pp | 79.8%-64.8pp | 82.0%-67.0pp |
| Annual return | 20.99% | 41.94%-21.0pp | 45.09%-24.1pp | 302.95%-282.0pp |
| Employer contribution / active EE | $541 | $4,976-89.1% | $3,919-86.2% | $4,762-88.6% |
| Participant deferral / active EE | $1,907 | $5,910-67.7% | $5,047-62.2% | $5,983-68.1% |
| Admin fee / account holder | $106 | $11,741-99.1% | $8,929-98.8% | $11,250-99.1% |