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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 | $15,614 | $165,361-90.6% | $149,715-89.6% | $158,950-90.2% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 24.41% | 348.24%-323.8pp | 276.66%-252.2pp | 302.91%-278.5pp |
| Employer contribution / active EE | $878 | $5,103-82.8% | $4,645-81.1% | $4,762-81.6% |
| Participant deferral / active EE | $2,678 | $7,182-62.7% | $6,842-60.9% | $5,983-55.2% |
| Admin fee / account holder | $182 | $10,808-98.3% | $9,310-98.0% | $11,248-98.4% |