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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 | $13,478 | $155,555-91.3% | $146,866-90.8% | $155,188-91.3% |
| Participation rate | 68.4% | 84.0%-15.5pp | 82.5%-14.1pp | 80.8%-12.4pp |
| Annual return | 24.51% | 115.41%-90.9pp | 102.85%-78.3pp | 148.84%-124.3pp |
| Employer contribution / active EE | $564 | $4,647-87.9% | $4,425-87.3% | $4,248-86.7% |
| Participant deferral / active EE | $3,487 | $8,044-56.7% | $7,759-55.1% | $6,531-46.6% |
| Admin fee / account holder | $23 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |