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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 | $17,672 | $166,020-89.4% | $164,866-89.3% | $145,959-87.9% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 14.40% | 100.08%-85.7pp | 69.97%-55.6pp | 561.95%-547.6pp |
| Employer contribution / active EE | $993 | $5,275-81.2% | $4,343-77.1% | $4,661-78.7% |
| Participant deferral / active EE | $2,361 | $6,961-66.1% | $6,033-60.9% | $6,689-64.7% |
| Admin fee / account holder | $15 | $16,644-99.9% | $12,689-99.9% | $13,398-99.9% |